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

Q4 2016 13F Holders as of 31 Dec 2016

Type / Class
Equity / Common Stock, no par value
Shares outstanding
39,550,589
Total 13F shares
16,596,983
Share change
+60,816
Total reported value
$1,221,250,720
Put/Call ratio
21%
Price per share
$73.56
Number of holders
168
Value change
+$1,047,481
Number of buys
79
Number of sells
76

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2016

As of 31 Dec 2016, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 168 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 16,596,983 shares. The largest 10 holders included ATLANTA CAPITAL MANAGEMENT CO L L C, BAMCO INC /NY/, VANGUARD GROUP INC, JPMORGAN CHASE & CO, ROYCE & ASSOCIATES LP, RENAISSANCE TECHNOLOGIES LLC, BlackRock Institutional Trust Company, N.A., LAZARD ASSET MANAGEMENT LLC, Epoch Investment Partners, Inc., and Bank of New York Mellon Corp. This page lists 168 institutional shareholders reporting positions in this security for the Q4 2016 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.