What does CUSIP 617700109 represent in this 13F holders report?

CUSIP 617700109 is the security identifier for MORN - Morningstar, Inc. - Common Stock used to aggregate holder disclosures.

How many institutions held MORN - Morningstar, Inc. - Common Stock in Q2 2014?

139 institutional investors reported MORN - Morningstar, Inc. - Common Stock for Q2 2014. Use the holders table for investor-level position and value details.

Morningstar, Inc. - Common Stock (MORN)

CUSIP: 617700109

Q2 2014 13F Holders as of 30 Jun 2014

Type / Class: Equity / Common Stock
Shares outstanding: 39,550,589
Total 13F shares: 18,056,819
Share change: -222,614
Total reported value: $1,296,382,472
Put/Call ratio: 186%
Price per share: $71.81
Number of holders: 139
Value change: -$18,698,312
Number of buys: 44
Number of sells: 84

Quarterly Holders Quick Answers

What is CUSIP 617700109?
CUSIP 617700109 identifies MORN - Morningstar, Inc. - Common Stock in SEC institutional holdings data.

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Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q3 2014
Previous quarter: Q1 2014

Recent filing periods for CUSIP 617700109:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of MORN - Morningstar, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
ATLANTA CAPITAL MANAGEMENT CO L L C	13F	Company	11%	4,246,617	$335,568,000	—	31 Mar 2014	13F
ROYCE & ASSOCIATES LP	13F	Company	4.5%	1,762,653	$139,285,000	—	31 Mar 2014	13F
BAMCO INC /NY/	13F	Company	4.2%	1,657,919	$131,009,000	—	31 Mar 2014	13F
VANGUARD GROUP INC	13F	Company	3.1%	1,226,820	$96,943,000	—	31 Mar 2014	13F
KORNITZER CAPITAL MANAGEMENT INC /KS	13F	Company	3%	1,188,644	$93,927,000	—	31 Mar 2014	13F
PRICE T ROWE ASSOCIATES INC /MD/	13F	Company	2.3%	928,144	$73,342,000	—	31 Mar 2014	13F
BlackRock Institutional Trust Company, N.A.	13F	Company	1.4%	561,297	$44,354,000	—	31 Mar 2014	13F
JPMORGAN CHASE & CO	13F	Company	1.3%	504,783	$39,887,000	—	31 Mar 2014	13F
MANAGED ACCOUNT ADVISORS LLC	13F	Company	1.1%	421,718	$33,324,000	—	31 Mar 2014	13F
BLAIR WILLIAM & CO/IL	13F	Company	1.1%	420,398	$33,219,000	—	31 Mar 2014	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	0.87%	345,800	$27,325,000	—	31 Mar 2014	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.77%	303,411	$23,976,000	—	31 Mar 2014	13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F	Company	0.7%	277,557	$21,933,000	—	31 Mar 2014	13F
MANNING & NAPIER ADVISORS LLC	13F	Company	0.67%	263,470	$20,817,000	—	31 Mar 2014	13F
STATE STREET CORP	13F	Company	0.65%	256,732	$20,286,000	—	31 Mar 2014	13F
Bank of New York Mellon Corp	13F	Company	0.62%	245,824	$19,425,000	—	31 Mar 2014	13F
Conestoga Capital Advisors, LLC	13F	Company	0.59%	232,716	$18,389,000	—	31 Mar 2014	13F
SENTINEL ASSET MANAGEMENT, INC.	13F	Company	0.56%	221,900	$17,535,000	—	31 Mar 2014	13F
NORTHERN TRUST CORP	13F	Company	0.54%	214,749	$16,970,000	—	31 Mar 2014	13F
NORGES BANK	13F	Company	0.53%	209,313	$16,540,000	—	31 Mar 2014	13F
AMERICAN CAPITAL MANAGEMENT INC	13F	Company	0.42%	165,670	$13,091,000	—	31 Mar 2014	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	0.41%	160,919	$12,715,000	—	31 Mar 2014	13F
BlackRock Fund Advisors	13F	Company	0.36%	140,690	$11,117,000	—	31 Mar 2014	13F
ANALYTIC INVESTORS, LLC	13F	Company	0.35%	137,050	$10,830,000	—	31 Mar 2014	13F
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	13F	Company	0.35%	136,800	$10,810,000	—	31 Mar 2014	13F
PRUDENTIAL FINANCIAL INC	13F	Company	0.26%	104,163	$8,231,000	—	31 Mar 2014	13F
DIMENSIONAL FUND ADVISORS LP	13F	Company	0.23%	91,552	$7,233,000	—	31 Mar 2014	13F
EAGLE ASSET MANAGEMENT INC	13F	Company	0.22%	86,160	$6,808,000	—	31 Mar 2014	13F
SCHRODER INVESTMENT MANAGEMENT GROUP	13F	Company	0.19%	75,700	$5,981,814	—	31 Mar 2014	13F
TIAA CREF INVESTMENT MANAGEMENT LLC	13F	Company	0.19%	74,581	$5,893,000	—	31 Mar 2014	13F
CITADEL ADVISORS LLC	13F	Company	0.18%	71,333	$5,637,000	—	31 Mar 2014	13F
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	13F	Company	0.18%	70,746	$5,590,000	—	31 Mar 2014	13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	13F	Company	0.16%	64,568	$4,912,000	—	31 Mar 2014	13F
JACOBS LEVY EQUITY MANAGEMENT, INC	13F	Company	0.14%	55,386	$4,377,000	—	31 Mar 2014	13F
UBS AG	13F	Company	0.14%	54,414	$4,300,000	—	31 Mar 2014	13F
D. E. Shaw & Co., Inc.	13F	Company	0.13%	50,735	$4,009,000	—	31 Mar 2014	13F
NICHOLAS COMPANY, INC.	13F	Company	0.13%	50,360	$3,979,000	—	31 Mar 2014	13F
WELCH & FORBES LLC	13F	Company	0.12%	49,191	$3,886,000	—	31 Mar 2014	13F
HIGHBRIDGE CAPITAL MANAGEMENT LLC	13F	Company	0.12%	46,723	$3,692,000	—	31 Mar 2014	13F
RUSSELL FRANK CO/	13F	Company	0.12%	47,662	$3,440,000	—	31 Mar 2014	13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F	Company	0.11%	42,236	$3,338,000	—	31 Mar 2014	13F
ACADIAN ASSET MANAGEMENT LLC	13F	Company	0.1%	40,088	$3,168,000	—	31 Mar 2014	13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	13F	Company	0.1%	37,580	$2,970,000	—	31 Mar 2014	13F
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	13F	Company	0.09%	36,912	$2,917,000	—	31 Mar 2014	13F
CREDIT SUISSE AG/	13F	Company	0.09%	35,713	$2,821,000	—	31 Mar 2014	13F
Clarkston Capital Partners, LLC	13F	Company	0.07%	29,000	$2,292,000	—	31 Mar 2014	13F
MORGAN STANLEY	13F	Company	0.07%	28,763	$2,273,000	—	31 Mar 2014	13F
Swiss National Bank	13F	Company	0.06%	25,600	$2,023,000	—	31 Mar 2014	13F
SCHWERIN BOYLE CAPITAL MANAGEMENT INC	13F	Company	0.06%	23,000	$1,817,000	—	31 Mar 2014	13F
AMERIPRISE FINANCIAL INC	13F	Company	0.06%	22,780	$1,800,000	—	31 Mar 2014	13F

Institutional Holders of Morningstar, Inc. - Common Stock (MORN) as of Q2 2014

As of 30 Jun 2014, Morningstar, Inc. - Common Stock (MORN) was held by 139 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 18,056,819 shares. The largest 10 holders included ATLANTA CAPITAL MANAGEMENT CO L L C, ROYCE & ASSOCIATES LLC, BAMCO INC /NY/, VANGUARD GROUP INC, KORNITZER CAPITAL MANAGEMENT INC /KS, PRICE T ROWE ASSOCIATES INC /MD/, JPMORGAN CHASE & CO, BlackRock Institutional Trust Company, N.A., BLAIR WILLIAM & CO/IL, and MANAGED ACCOUNT ADVISORS LLC. This page lists 139 institutional shareholders reporting positions in this security for the Q2 2014 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q2 2014 vs Q1 2014 Across Filers

Q1 2014 holders

146

Q2 2014 holders

139

Holder diff

-7

Investor	Q1 2014 Shares	Q2 2014 Shares	Share Diff	Share Chg %	Q1 2014 Value $	Q2 2014 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* 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.