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Wednesday, November 25, 2009, 4:19PM ET - U.S. Markets Closed. Dow  0.29% Nasdaq  0.32%

Morningstar Inc. (MORN)

At 4:00PM ET: 47.30   0.03 (0.06%)

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Major Holders Get Major Holders for:
BREAKDOWN % of Shares Held by All Insider and 5% Owners: 56% % of Shares Held by Institutional & Mutual Fund Owners: 44% % of Float Held by Institutional & Mutual Fund Owners: 100% Number of Institutions Holding Shares: 132 MAJOR DIRECT HOLDERS (FORMS 3 & 4) Holder Shares Reported MANSUETO JOSEPH D 25,985,113 18-Nov-09 HUANG TAO 466,702 21-Sep-09 PHILLIPS DONALD JAMES II 317,090 5-Nov-09 ODELBO CATHERINE GILLIS 188,563 15-May-09 REINKEMEYER PATRICK J 74,151 15-May-09
TOP INSTITUTIONAL HOLDERS Holder Shares % Out Value* Reported MORGAN STANLEY 3,993,282 8.22 $193,913,773 30-Sep-09 BAMCO INC. 2,865,218 5.90 $139,134,986 30-Sep-09 ROYCE & ASSOCIATES, LLC 2,116,475 4.36 $102,776,026 30-Sep-09 ATLANTA CAPITAL MANAGEMENT COMPANY LLC 1,211,355 2.49 $58,823,398 30-Sep-09 KORNITZER CAPITAL MANAGEMENT, INC. 913,735 1.88 $44,370,971 30-Sep-09 MUNDER CAPITAL MANAGEMENT, INC. 896,198 1.84 $43,519,374 30-Sep-09 JP MORGAN CHASE & COMPANY 840,614 1.73 $40,820,215 30-Sep-09 Champlain Investment Partners, LLC 830,030 1.71 $40,306,256 30-Sep-09 VANGUARD GROUP, INC. (THE) 749,661 1.54 $36,403,538 30-Sep-09 Barclays Global Investors UK Holdings Ltd 622,050 1.28 $30,206,748 30-Sep-09 TOP MUTUAL FUND HOLDERS Holder Shares % Out Value* Reported BARON GROWTH FUND 2,154,552 4.43 $88,832,178 30-Jun-09 MORGAN STANLEY INST FD TR-MID CAP GROWTH PORT 1,238,577 2.55 $51,066,529 30-Jun-09 ROYCE VALUE PLUS FUND 822,000 1.69 $33,891,060 30-Jun-09 VAN KAMPEN MID CAP GROWTH FUND 646,802 1.33 $26,667,646 30-Jun-09 ROYCE PREMIER FUND 583,075 1.20 $24,040,182 30-Jun-09 Munder Mid-Cap Core Growth Fund 573,000 1.18 $23,624,790 30-Jun-09 BUFFALO SMALL CAP FUND 572,600 1.18 $23,608,298 30-Jun-09 PENNSYLVANIA MUTUAL FUND INC 494,800 1.02 $20,400,604 30-Jun-09 PACIFIC SELECT FUND-MID-CAP GROWTH PORTFOLIO 415,547 .86 $17,133,002 30-Jun-09 PRICE (T.ROWE) NEW HORIZONS FUND 395,800 .81 $19,220,048 30-Sep-09 View Transactions for Insiders & Institutional Holders * Value shown is computed using the security's price on the report date given.
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