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

Institutional Holders (2017Q2)
Portfolio Summary: 150 Institutional holders with a total value of $1,302,109,428.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 VOYA INVESTMENT MANAGEMENT LLC 30,106 2,359,000 0.18%
52 Palo Capital, Inc. 29,341 2,299,000 0.18% SH
53 Nationwide Fund Advisors 29,161 2,284,000 0.18%
54 BANK OF MONTREAL /CAN/ 28,810 2,256,000 0.17%
55 MENTA CAPITAL LLC 28,540 2,236,000 0.17%
56 PEAK6 Group LLC 23,100 1,810,000 0.14% Put
57 YHB Investment Advisors, Inc. 22,846 1,790,000 0.14%
58 PRICE T ROWE ASSOCIATES INC /MD/ 22,844 1,790,000 0.14%
59 Zebra Capital Management LLC 22,466 1,760,000 0.14%
60 Black Creek Investment Management Inc. 21,500 1,684,000 0.13%
61 FIRST QUADRANT LLC/CA 20,060 1,572,000 0.12%
62 PANAGORA ASSET MANAGEMENT INC 19,916 1,560,000 0.12%
63 KORNITZER CAPITAL MANAGEMENT INC /KS 16,617 1,302,000 0.10%
64 CIGNA INVESTMENT ADVISORY CO INC 16,280 1,275,000 0.10%
65 US BANCORP \DE\ 15,305 1,199,000 0.09%
66 TWIN CAPITAL MANAGEMENT INC 14,240 1,116,000 0.09%
67 TDAM USA INC. 13,664 1,070,000 0.08%
68 DEUTSCHE BANK AG\ 13,513 1,057,000 0.08%
69 Cardinal Capital Management 13,450 1,054,000 0.08%
70 Invesco Ltd. 12,907 1,011,000 0.08%
71 CREDIT SUISSE AG/ 12,649 991,000 0.08%
72 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 11,979 938,434 0.07%
73 ALLIANCEBERNSTEIN L.P. 11,334 888,000 0.07%
74 Neuberger Berman Group LLC 10,137 794,000 0.06%
75 Piermont Capital Management Inc. 9,180 719,000 0.06%
76 D. E. Shaw & Co., Inc. 8,934 700,000 0.05%
77 Aperio Group, LLC 8,861 694,000 0.05%
78 FDx Advisors, Inc. 8,767 687,000 0.05%
79 CITIGROUP INC 8,198 642,000 0.05%
80 Legal & General Group Plc 7,644 599,000 0.05%
81 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,300 572,000 0.04% Call
82 AMERIPRISE FINANCIAL INC 7,173 562,000 0.04%
83 ALPS ADVISORS INC 6,018 471,000 0.04%
84 BANK OF NOVA SCOTIA 5,760 451,000 0.03%
85 BARCLAYS PLC 5,550 435,000 0.03%
86 Horizon Kinetics LLC 5,111 400,000 0.03%
87 M&T BANK CORP 5,048 395,000 0.03%
88 ENVESTNET ASSET MANAGEMENT INC 4,126 322,000 0.02%
89 GLENMEDE TRUST CO NA 4,066 318,000 0.02%
90 RAMSEY QUANTITATIVE SYSTEMS 5,974 309,000 0.02%
91 PEAK6 Group LLC 3,830 300,000 0.02%
92 STATE OF WISCONSIN INVESTMENT BOARD 3,774 296,000 0.02%
93 AHL Partners LLP 3,665 287,000 0.02%
94 COMMERCE BANK 3,634 285,000 0.02%
95 AMP Capital Investors Ltd 3,616 283,000 0.02%
96 Verition Fund Management LLC 3,551 278,000 0.02%
97 Pekin Hardy Strauss, Inc. 3,536 277,000 0.02%
98 AMALGAMATED BANK 3,509 275,000 0.02%
99 Utah Retirement Systems 3,490 274,000 0.02%
100 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 3,383 265,000 0.02%
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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.