Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / Common Stock, no par value
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Shares outstanding
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41,737,780
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Number of holders
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146
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Total 13F shares, excl. options
-
17,921,791
-
Shares change
-
-416,841
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Total reported value, excl. options
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$1,159,890,132
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Value change
-
-$27,179,070
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Put/Call ratio
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38%
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Number of buys
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64
-
Number of sells
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-60
-
Price
-
$64.71
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2014
159 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q4 2014.
Morningstar, Inc. - Common Stock, no par value (MORN) has 146 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17,921,791 shares
of 41,737,780 outstanding shares and own 43% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (4,492,327 shares), ROYCE & ASSOCIATES LLC (1,763,593 shares), BAMCO INC /NY/ (1,630,497 shares), Ashe Capital Management, LLC (1,229,444 shares), VANGUARD GROUP INC (1,213,205 shares), JPMORGAN CHASE & CO (702,535 shares), BlackRock Institutional Trust Company, N.A. (474,875 shares), MANAGED ACCOUNT ADVISORS LLC (425,124 shares), PRICE T ROWE ASSOCIATES INC /MD/ (420,794 shares), and RENAISSANCE TECHNOLOGIES LLC (416,273 shares).
This table shows the top 146 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.