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

Q2 2014 13F Holders as of 30 Jun 2014

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
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

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q2 2014

As of 30 Jun 2014, Morningstar, Inc. - Common Stock, no par value (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
* 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.