Q3 2017 13F Holders as of 9/30/2017
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Type / Class
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Equity / Common Stock, no par value
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Shares outstanding
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42.9M
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Number of holders
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150
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Total shares
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16.7M
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Shares change
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+86K
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Total reported value, excl. options
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$1.42B
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Value change
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+$7.49M
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Put/Call ratio
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0.21
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Number of buys
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67
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Number of sells
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-58
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Price
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$84.99
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q3 2017
155 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q3 2017.
Morningstar, Inc. - Common Stock, no par value (MORN) has 150 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16.7M shares
of 42.9M outstanding shares and own 38.84% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (3.18M shares), BAMCO INC /NY/ (1.5M shares), VANGUARD GROUP INC (1.4M shares), JPMORGAN CHASE & CO (1.01M shares), BlackRock Inc. (769K shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (713K shares), ROYCE & ASSOCIATES LP (630K shares), RENAISSANCE TECHNOLOGIES LLC (569K shares), BANK OF AMERICA CORP /DE/ (486K shares), and Champlain Investment Partners, LLC (378K shares).
This table shows the top 150 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.