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MORNINGSTAR INC
MORNINGSTAR INC. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 171 Institutional holders with a total value of $1,317,076,718.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 OPPENHEIMER ASSET MANAGEMENT INC. 3,809 299,000 0.02%
102 ENVESTNET ASSET MANAGEMENT INC 3,779 297,000 0.02%
103 STIFEL FINANCIAL CORP 3,696 293,000 0.02%
104 AHL Partners LLP 3,665 288,000 0.02%
105 COMMERCE BANK 3,634 285,000 0.02%
106 STATE OF WISCONSIN INVESTMENT BOARD 3,614 284,000 0.02%
107 AMP Capital Investors Ltd 3,616 282,000 0.02%
108 Pekin Hardy Strauss, Inc. 3,535 278,000 0.02%
109 OXFORD ASSET MANAGEMENT LLP 3,435 270,000 0.02%
110 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 3,354 264,000 0.02%
111 PRINCIPAL FINANCIAL GROUP INC 3,319 261,000 0.02%
112 RAYMOND JAMES & ASSOCIATES 3,305 260,000 0.02%
113 Jefferies Group LLC 3,311 260,000 0.02%
114 Utah Retirement Systems 3,290 259,000 0.02%
115 Rafferty Asset Management, LLC 3,241 255,000 0.02%
116 QUADRATURE CAPITAL LTD 3,202 252,000 0.02%
117 BRADLEY FOSTER & SARGENT INC/CT 3,181 250,000 0.02%
118 Parkwood LLC 3,060 241,000 0.02%
119 PRUDENTIAL FINANCIAL INC 3,003 236,000 0.02%
120 LaSalle Street Capital Management, LLC 2,872 226,000 0.02%
121 NOMURA HOLDINGS INC 2,717 213,000 0.02%
122 AMALGAMATED BANK 2,613 205,000 0.02%
123 HUNTINGTON NATIONAL BANK 2,437 192,000 0.01%
124 ROYAL BANK OF CANADA 2,152 170,000 0.01%
125 SYNOVUS FINANCIAL CORP 2,121 169,000 0.01%
126 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,117 166,000 0.01%
127 PACER ADVISORS, INC. 2,068 163,000 0.01%
128 PNC FINANCIAL SERVICES GROUP, INC. 1,826 143,000 0.01%
129 CANADA LIFE ASSURANCE Co 1,554 122,000 0.01%
130 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,412 111,000 0.01%
131 FIRST MANHATTAN CO. LLC. 1,269 99,000 0.01%
132 METROPOLITAN LIFE INSURANCE CO/NY 1,228 97,000 0.01%
133 FIFTH THIRD BANCORP 1,120 88,000 0.01%
134 PARADIGM ASSET MANAGEMENT CO LLC 1,000 78,600 0.01%
135 PEAK6 Group LLC 920 72,000 0.01%
136 CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 896 70,000 0.01%
137 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 866 68,000 0.01%
138 FULLER & THALER ASSET MANAGEMENT, INC. 695 55,000 0.00%
139 BNP PARIBAS FINANCIAL MARKETS 691 54,313 0.00%
140 ADVISOR GROUP, INC. 608 48,000 0.00%
141 TLP GROUP LLC 603 47,000 0.00%
142 Zurcher Kantonalbank (Zurich Cantonalbank) 563 44,000 0.00%
143 AMERICAN INTERNATIONAL GROUP, INC. 407 32,000 0.00%
144 MEEDER ASSET MANAGEMENT INC 398 31,000 0.00%
145 Kistler-Tiffany Companies, LLC 267 21,000 0.00%
146 BROWN BROTHERS HARRIMAN & CO 238 19,000 0.00%
147 Ledyard National Bank 245 19,000 0.00%
148 VERSANT CAPITAL MANAGEMENT, INC 221 17,000 0.00%
149 PROFICIO CAPITAL PARTNERS LLC 216 16,000 0.00%
150 North Star Investment Management Corp. 200 16,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.