Q4 2016 13F Holders as of 31 Dec 2016
-
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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168
-
Total 13F shares, excl. options
-
16,596,983
-
Shares change
-
+60,816
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Total reported value, excl. options
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$1,221,250,720
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Value change
-
+$1,047,481
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Put/Call ratio
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20.84%
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Number of buys
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79
-
Number of sells
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-76
-
Price
-
$73.56
Significant Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q4 2016
194 filings reported holding MORN - Morningstar, Inc. - Common Stock, no par value as of Q4 2016.
Morningstar, Inc. - Common Stock, no par value (MORN) has 168 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16,596,983 shares
of 41,737,780 outstanding shares and own 39.76% of the company stock.
Largest 10 shareholders include ATLANTA CAPITAL MANAGEMENT CO L L C (3,344,171 shares), BAMCO INC /NY/ (1,556,884 shares), VANGUARD GROUP INC (1,343,008 shares), JPMORGAN CHASE & CO (1,279,725 shares), ROYCE & ASSOCIATES LP (780,705 shares), RENAISSANCE TECHNOLOGIES LLC (626,100 shares), BlackRock Institutional Trust Company, N.A. (521,417 shares), LAZARD ASSET MANAGEMENT LLC (462,956 shares), Epoch Investment Partners, Inc. (365,537 shares), and Bank of New York Mellon Corp (326,575 shares).
This table shows the top 168 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.