Who owns Morningstar?

Top Holders and Investors of MORN Stock

Find out what company owns Morningstar, who bought MORN this quarter, and who sold shares of MORN stock?

Fund or Company Name Number of Shares Valued At As Of
ATLANTA CAPITAL MANAGEMENT CO L L C 3.34M $246.00M Dec 2016
BAMCO, Inc. 1.56M $114.52M Dec 2016
The Vanguard Group,Inc 1.34M $98.85M Dec 2016
JPMORGAN CHASE & CO 1.28M $94.16M Dec 2016
Royce & Associates, LLC. 780705 $57.43M Dec 2016
Renaissance Technologies, L.L.C. 626100 $46.06M Dec 2016
BlackRock Institutional Trust Company, N.A. 521417 $38.36M Dec 2016
Lazard Asset Management 462814 $34.04M Dec 2016
Epoch Investment Partners, Inc. 365537 $26.89M Dec 2016
Bank of New York Mellon 326576 $24.03M Dec 2016
Bank of America Corporation 299138 $21.98M Dec 2016
Kayne Anderson Rudnick Investment Management, LLC 264406 $19.45M Dec 2016
Geode Capital Management, LLC 262022 $19.25M Dec 2016
STATE STREET CORPORATION 260978 $19.19M Dec 2016
DIMENSIONAL FUND ADVISORS 253175 $18.62M Dec 2016
William Blair $ Company, L.L.C. 235442 $17.32M Dec 2016
NORTHERN TRUST 210964 $15.52M Dec 2016
Parametric Portfolio Associates 210822 $15.51M Dec 2016
Luke P. La Valle, Jr. 204371 $15.03M Dec 2016
BTIM 198862 $14.63M Dec 2016
Wells Fargo & Company 178223 $13.11M Dec 2016
BlackRock Fund Advisors 176767 $13.00M Dec 2016
BESSEMER 175852 $12.94M Dec 2016
Johnson Investment Counsel, Inc. 143719 $10.57M Dec 2016
Confluence Investment Management LLC 139273 $10.24M Dec 2016
Copeland Capital Management 134140 $9.87M Dec 2016
New York State Common Retirement Fund 123410 $9.08M Dec 2016
Russell Investments 108180 $7.90M Dec 2016
CI Global Holdings Inc. 105000 $7.72M Dec 2016
Emerald Acquisition 104722 $8.30M Sep 2016
TIAA-CREF Investment Management 100481 $7.39M Dec 2016
MARTINGALE ASSET MANAGEMENT LP 99855 $7.35M Dec 2016
Frank Russell Company 99853 $8.81M Mar 2016
MORGAN STANLEY 99605 $7.34M Dec 2016
Champlain Investment Partners 94700 $6.97M Dec 2016
AQR Capital Management, LLC 94410 $6.94M Dec 2016
Charles Schwab Investment Management, Inc. 82465 $6.07M Dec 2016
Analytic Investors, LLC 77506 $6.14M Sep 2016
CITADEL ADVISORS LLC 61275 $4.51M Dec 2016
OHIO PERS 60938 $4.96M Dec 2016
BANK OF MONTREAL /CAN/ 58270 $4.25M Dec 2016
GOLDMAN SACHS GROUP INC 55125 $4.05M Dec 2016
Nicholas Company, Inc. 54350 $4.00M Dec 2016
UBS GLOBAL ASSET MANAGEMENT AMERICAS 51795 $3.81M Dec 2016
CalPERS 50400 $3.71M Dec 2016
Welch & Forbes LLC 49323 $3.63M Dec 2016
D. E. Shaw & Co., Inc. (see notes 1, 2 and 3) 46151 $3.39M Dec 2016
California State Teachers Retirement System 37194 $2.74M Dec 2016
Quadrature Capital 36085 $1.85M Dec 2016
Florida State Board of Administration 35121 $2.58M Dec 2016
GOLDEN GATE PRIVATE EQUITY 33317 $2.45M Dec 2016
Swiss National Bank 31600 $2.32M Dec 2016
Millennium Management LLC 30735 $2.26M Dec 2016
ING INVESTMENT MANAGEMENT 30571 $2.25M Dec 2016
Palo Capital 29660 $2.18M Dec 2016
AHL Partners 26955 $1.98M Dec 2016
Nationwide Fund Advisors 24643 $1.81M Dec 2016
First Trust Advisors L.P. 23893 $1.76M Dec 2016
RHUMBLINE ADVISERS 23830 $1.75M Dec 2016
Citigroup Inc. 23667 $1.74M Dec 2016
Leuthold Weeden Capital Management, LLC 23093 $1.70M Dec 2016
Credit Suisse AG 22433 $1.65M Dec 2016
Teachers Advisors 22409 $1.65M Dec 2016
First Quadrant 21321 $1.57M Dec 2016
Zebra Capital Management LLC 21243 $1.56M Dec 2016
KORNITZER CAPITAL MANAGEMENT INC /KS 21115 $1.55M Dec 2016
T. Rowe Price Associates, Inc. 20141 $1.48M Dec 2016
MENTA CAPITAL LLC 19804 $1.46M Dec 2016
SEI INVESTMENTS 18989 $1.40M Dec 2016
UBS Group AG 18951 $1.39M Dec 2016
YHB Investment Advisors, Inc. 18756 $1.38M Dec 2016
Pacific Global Investment Management Company 18593 $1.37M Dec 2016
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS 16290 $1.20M Dec 2016
CIGNA INVESTMENTS INC /NEW 15369 $1.13M Dec 2016
BlackRock Group 15152 $1.11M Dec 2016
Clinton Group, Inc. 15009 $1.10M Dec 2016
Invesco Ltd. 14463 $1.06M Dec 2016
TDAM USA Inc. 14286 $1.05M Dec 2016
US BANCORP \DE\ 14008 $1.03M Dec 2016
K2 PRINCIPAL FUND 13900 $1.02M Dec 2016
BlackRock 13000 $956800 Dec 2016
Twin Capital Management, Inc. 12440 $914962 Dec 2016
PRUDENTIAL FINANCIAL 12043 $886003 Dec 2016
Cardinal Capital Management 11183 $822956 Dec 2016
ALLIANCEBERNSTEIN, L.P. 11114 $817990 Dec 2016
BlackRock Advisors 10715 $787981 Dec 2016
GLOBEFLEX CAPITAL L P 10200 $750006 Dec 2016
State of Wisconsin Investment Board 9940 $730987 Dec 2016
Capital Fund Management S.A. 9379 $690013 Dec 2016
FDx Advisors 9212 $678003 Dec 2016
Piermont Capital Management 9180 $675005 Dec 2016
BlackRock Investment Management 8487 $623964 Dec 2016
Neuberger Berman Group LLC 8320 $612019 Dec 2016
Two Sigma Investments, LLC 8185 $602006 Dec 2016
Jacobs Levy Equity Management, Inc. 8070 $594032 Dec 2016
Aperio Group LLC 6945 $511013 Dec 2016
Guggenheim Capital, LLC Managers 6669 $490971 Dec 2016
Jefferies Group Inc. 6341 $466000 Dec 2016
RAMSEY QUANTITATIVE SYSTEMS 6154 $452995 Dec 2016
Barclays PLC 5767 $426642 Dec 2016
The Bank of Nova Scotia 5760 $423993 Dec 2016
Horizon Kinetics 5661 $416026 Dec 2016
Deutsche Bank Aktiengesellschaft 5394 $0 Dec 2016
Perkins Investment Management, LLC. 5000 $368000 Dec 2016
Magnetar Financial LLC 4071 $299014 Dec 2016
The Glenmede Trust Company, N.A. 4066 $298485 Dec 2016
M^T Bank Corporation 4061 $299052 Dec 2016
HBK Investments L.P. (1) 3743 $274998 Dec 2016
STIFEL FINANCIAL 3737 $275005 Dec 2016
COMMERCE BANK N A/MO 3634 $266880 Dec 2016
Verition Fund Management, LLC 3620 $265997 Dec 2016
Legal & General Group Plc 3605 $262552 Dec 2016
Principal Financial Group, Inc. 3597 $264990 Dec 2016
ENVESTNET ASSET MANAGEMENT 3554 $262000 Dec 2016
LANDSCAPE CAPITAL MANAGEMENT 3553 $261003 Dec 2016
Pekin, Singer Strauss Asset Management, Inc. 3534 $259996 Dec 2016
Raymond James & Associates 3498 $256998 Dec 2016
Parkwood 3388 $248984 Dec 2016
Public Employees' Retirement Association of Colorado 3362 $247006 Dec 2016
Utah Retirement Systems 3290 $242012 Dec 2016
AMALGAMATED BANK 3190 $235007 Dec 2016
Bradley, Foster & Sargent, Inc. 3160 $232007 Dec 2016
KCG Holdings 2987 $219992 Dec 2016
SUSQUEHANNA INTERNATIONAL 2900 $213005 Dec 2016
LaSalle Street Capital Management 2872 $211005 Dec 2016
D.A. Davidson & Co. 2507 $183988 Dec 2016
HUNTINGTON NATIONAL BANK 2455 $181007 Dec 2016
Ladenburg Thalmann Financial Services 2396 $178885 Dec 2016
PanAgora Asset Management 2090 $153991 Dec 2016
Royal Bank of Canada 2053 $293291 Dec 2016
Synovus Financial Corp. 1915 $141001 Dec 2016
Pacer Advisors 1894 $139000 Dec 2016
PNC FINANCIAL SERVICES 1839 $134044 Dec 2016
BNP PARIBAS ARBITRAGE, SNC 1801 $132481 Dec 2016
The Great-West Life Assurance Company 1554 $114996 Dec 2016
Cutler 1403 $103078 Dec 2016
The Manufacturers Life Insurance Company 1308 $96726 Dec 2016
FIRST MANHATTAN 1269 $93005 Dec 2016
SOCIETE GENERALE 1252 $102000 Jun 2016
Metropolitan Life Insurance Company 1228 $90000 Dec 2016
Fifth Third Bancorp 1120 $81995 Dec 2016
Paradigm Asset Management Company, LLC 1050 $77238 Dec 2016
Morgan Dempsey Capital Management, LLC 831 $61003 Dec 2016
Stanford Investment 800 $59000 Dec 2016
Hanna Zanoni 695 $50999 Dec 2016
SIMPLEX TRADING 577 $41999 Dec 2016
Zurcher Kantonalbank 563 $40997 Dec 2016
Advisor 523 $0 Dec 2016
AMERICAN INTERNATIONAL 422 $31000 Dec 2016
METLIFE SECURITIES, INC. 287 $21258 Dec 2016

Who sold Morningstar?

Fund Name Date Sold Shares Held Valued At
Ashe Capital Management Sept. 30, 2016 419656 $33.27M
HIGHBRIDGE CAPITAL MANAGEMENT LLC Sept. 30, 2016 51426 $4.08M
KAMES CAPITAL Sept. 30, 2016 20425 $1.62M
SECOR Capital Advisors Sept. 30, 2016 15969 $1.27M
Avalon Advisors, LLC Sept. 30, 2016 14025 $1.11M
Acadian Asset Management LLC Sept. 30, 2016 11496 $911977
Allianz Asset Management AG Sept. 30, 2016 9292 $736576
Two Sigma Advisers, LLC Sept. 30, 2016 8924 $706959
O'SHAUGHNESSY ASSET MANAGEMENT Sept. 30, 2016 7000 $555030
Dynamic Technology Lab Private Sept. 30, 2016 6349 $503031
Tudor Investment Corporation Sept. 30, 2016 5928 $469971