Morningstar, Inc. - Common Stock, no par value (MORN)

Q4 2017 13F Holders as of 31 Dec 2017

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
Total 13F shares
16,567,088
Share change
-118,572
Total reported value
$1,606,498,915
Put/Call ratio
1.1%
Price per share
$96.97
Number of holders
175
Value change
-$10,965,211
Number of buys
83
Number of sells
58

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2017

As of 31 Dec 2017, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 175 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 16,567,088 shares. The largest 10 holders included ATLANTA CAPITAL MANAGEMENT CO L L C, BAMCO INC /NY/, Vanguard Group Inc, JPMORGAN CHASE & CO, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, BlackRock Inc., ROYCE & ASSOCIATES LP, RENAISSANCE TECHNOLOGIES LLC, Champlain Investment Partners, LLC, and DIMENSIONAL FUND ADVISORS LP. This page lists 175 institutional shareholders reporting positions in this security for the Q4 2017 filing period.
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.