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

Q2 2017 13F Holders as of 30 Jun 2017

Type / Class
Equity / Common Stock, no par value
Shares outstanding
41,737,780
Total 13F shares
16,582,724
Share change
-144,369
Total reported value
$1,299,086,428
Put/Call ratio
201%
Price per share
$78.34
Number of holders
144
Value change
-$11,339,023
Number of buys
73
Number of sells
71

Institutional Holders of Morningstar, Inc. - Common Stock, no par value (MORN) as of Q2 2017

As of 30 Jun 2017, Morningstar, Inc. - Common Stock, no par value (MORN) was held by 144 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 16,582,724 shares. The largest 10 holders included ATLANTA CAPITAL MANAGEMENT CO L L C, BAMCO INC /NY/, VANGUARD GROUP INC, JPMORGAN CHASE & CO, BlackRock Inc., ROYCE & ASSOCIATES LP, RENAISSANCE TECHNOLOGIES LLC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, Epoch Investment Partners, Inc., and Champlain Investment Partners, LLC. This page lists 144 institutional shareholders reporting positions in this security for the Q2 2017 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.