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 Q4 2016?

168 institutional investors reported MORN - Morningstar, Inc. - Common Stock for Q4 2016. Use the holders table for investor-level position and value details.

Morningstar, Inc. - Common Stock (MORN)

CUSIP: 617700109

Q4 2016 13F Holders as of 31 Dec 2016

Type / Class: Equity / Common Stock
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

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: Q1 2017
Previous quarter: Q3 2016

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	8.5%	3,343,318	$265,025,000	—	30 Sep 2016	13F
BAMCO INC /NY/	13F	Company	3.9%	1,561,284	$123,763,000	—	30 Sep 2016	13F
VANGUARD GROUP INC	13F	Company	3.3%	1,314,430	$104,195,000	—	30 Sep 2016	13F
ROYCE & ASSOCIATES LP	13F	Company	2.5%	988,696	$78,374,000	—	30 Sep 2016	13F
JPMORGAN CHASE & CO	13F	Company	2.4%	967,987	$76,732,000	—	30 Sep 2016	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	1.6%	618,100	$48,997,000	—	30 Sep 2016	13F
BlackRock Institutional Trust Company, N.A.	13F	Company	1.3%	511,773	$40,568,000	—	30 Sep 2016	13F
LAZARD ASSET MANAGEMENT LLC	13F	Company	1.1%	438,634	$34,768,000	—	30 Sep 2016	13F
Ashe Capital Management, LP	13F	Company	1.1%	419,656	$33,266,000	—	30 Sep 2016	13F
Epoch Investment Partners, Inc.	13F	Company	1%	398,853	$31,617,000	—	30 Sep 2016	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.82%	322,612	$25,573,000	—	30 Sep 2016	13F
Bank of New York Mellon Corp	13F	Company	0.73%	289,804	$22,973,000	—	30 Sep 2016	13F
NORTHERN TRUST CORP	13F	Company	0.67%	266,718	$21,143,000	—	30 Sep 2016	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	0.66%	260,245	$20,628,000	—	30 Sep 2016	13F
DIMENSIONAL FUND ADVISORS LP	13F	Company	0.65%	257,412	$20,404,000	—	30 Sep 2016	13F
STATE STREET CORP	13F	Company	0.64%	251,865	$19,969,000	—	30 Sep 2016	13F
BLAIR WILLIAM & CO/IL	13F	Company	0.63%	250,565	$19,862,000	—	30 Sep 2016	13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F	Company	0.61%	243,172	$19,276,000	—	30 Sep 2016	13F
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	13F	Company	0.52%	206,032	$16,332,000	—	30 Sep 2016	13F
AMERICAN CAPITAL MANAGEMENT INC	13F	Company	0.52%	203,991	$16,170,000	—	30 Sep 2016	13F
NORGES BANK	13F	Company	0.5%	199,526	$15,106,000	—	30 Sep 2016	13F
BESSEMER GROUP INC	13F	Company	0.44%	175,852	$13,940,000	—	30 Sep 2016	13F
BlackRock Fund Advisors	13F	Company	0.42%	166,124	$13,169,000	—	30 Sep 2016	13F
CONFLUENCE INVESTMENT MANAGEMENT LLC	13F	Company	0.39%	153,995	$12,207,000	—	30 Sep 2016	13F
NEW YORK STATE COMMON RETIREMENT FUND	13F	Company	0.3%	118,100	$9,362,000	—	30 Sep 2016	13F
MORGAN STANLEY	13F	Company	0.28%	111,385	$8,829,000	—	30 Sep 2016	13F
ALLIANCEBERNSTEIN L.P.	13F	Company	0.27%	107,779	$8,544,000	—	30 Sep 2016	13F
TIAA CREF INVESTMENT MANAGEMENT LLC	13F	Company	0.27%	105,131	$8,334,000	—	30 Sep 2016	13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	13F	Company	0.27%	105,117	$8,332,000	—	30 Sep 2016	13F
Emerald Acquisition Ltd.	13F	Company	0.26%	104,722	$8,301,000	—	30 Sep 2016	13F
MARTINGALE ASSET MANAGEMENT L P	13F	Company	0.26%	102,855	$8,154,000	—	30 Sep 2016	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.22%	87,964	$6,973,000	—	30 Sep 2016	13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F	Company	0.21%	81,648	$6,473,000	—	30 Sep 2016	13F
ANALYTIC INVESTORS, LLC	13F	Company	0.2%	77,506	$6,144,000	—	30 Sep 2016	13F
GOLDMAN SACHS GROUP INC	13F	Company	0.18%	72,333	$5,734,000	—	30 Sep 2016	13F
AQR CAPITAL MANAGEMENT LLC	13F	Company	0.18%	69,828	$5,535,000	—	30 Sep 2016	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	0.16%	61,796	$4,899,000	—	30 Sep 2016	13F
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	13F	Company	0.15%	60,888	$4,827,000	—	30 Sep 2016	13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	13F	Company	0.15%	57,368	$4,548,000	—	30 Sep 2016	13F
BANK OF MONTREAL /CAN/	13F	Company	0.14%	57,164	$4,531,000	—	30 Sep 2016	13F
WELCH & FORBES LLC	13F	Company	0.14%	53,515	$4,242,000	—	30 Sep 2016	13F
HIGHBRIDGE CAPITAL MANAGEMENT LLC	13F	Company	0.13%	51,426	$4,077,000	—	30 Sep 2016	13F
NICHOLAS COMPANY, INC.	13F	Company	0.13%	50,880	$4,033,000	—	30 Sep 2016	13F
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	13F	Company	0.12%	49,415	$3,916,000	—	30 Sep 2016	13F
CITADEL ADVISORS LLC	13F	Company	0.12%	48,372	$3,835,000	—	30 Sep 2016	13F
CITIGROUP INC	13F	Company	0.12%	47,638	$3,776,000	—	30 Sep 2016	13F
CI Global Investments Inc.	13F	Company	0.12%	47,500	$3,765,000	—	30 Sep 2016	13F
D. E. Shaw & Co., Inc.	13F	Company	0.12%	45,737	$3,626,000	—	30 Sep 2016	13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	13F	Company	0.1%	38,194	$3,028,000	—	30 Sep 2016	13F
DEUTSCHE BANK AG\	13F	Company	0.1%	37,754	$2,991,000	—	30 Sep 2016	13F

Institutional Holders of Morningstar, Inc. - Common Stock (MORN) as of Q4 2016

As of 31 Dec 2016, Morningstar, Inc. - Common Stock (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

Compare Q4 2016 vs Q3 2016 Across Filers

Q3 2016 holders

170

Q4 2016 holders

168

Holder diff

-2

Investor	Q3 2016 Shares	Q4 2016 Shares	Share Diff	Share Chg %	Q3 2016 Value $	Q4 2016 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.