MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 141 filers reported holding MORNINGSTAR INC in Q1 2015. The put-call ratio across all filers is 3.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $13,003,000 | -1.3% | 176,767 | +6.4% | 0.00% | -33.3% |
| Q3 2016 | $13,169,000 | -1.1% | 166,124 | +2.0% | 0.00% | 0.0% |
| Q2 2016 | $13,319,000 | -8.2% | 162,869 | -0.9% | 0.00% | 0.0% |
| Q1 2016 | $14,512,000 | +5.2% | 164,400 | -4.2% | 0.00% | 0.0% |
| Q4 2015 | $13,794,000 | +8.2% | 171,550 | +8.0% | 0.00% | 0.0% |
| Q3 2015 | $12,746,000 | +3.7% | 158,803 | +2.8% | 0.00% | 0.0% |
| Q2 2015 | $12,291,000 | +8.8% | 154,501 | +2.4% | 0.00% | 0.0% |
| Q1 2015 | $11,298,000 | +21.4% | 150,826 | +4.9% | 0.00% | +50.0% |
| Q4 2014 | $9,303,000 | +5.2% | 143,772 | +10.4% | 0.00% | 0.0% |
| Q3 2014 | $8,844,000 | -6.3% | 130,244 | -0.9% | 0.00% | -33.3% |
| Q2 2014 | $9,438,000 | -15.1% | 131,432 | -6.6% | 0.00% | 0.0% |
| Q1 2014 | $11,117,000 | +2.5% | 140,690 | +1.3% | 0.00% | 0.0% |
| Q4 2013 | $10,842,000 | +1.3% | 138,839 | +2.8% | 0.00% | -25.0% |
| Q3 2013 | $10,700,000 | +4.7% | 134,999 | +2.4% | 0.00% | 0.0% |
| Q2 2013 | $10,223,000 | – | 131,776 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 64,083 | $7,450,000 | 11.14% |
| GOLDEN GATE PRIVATE EQUITY, INC. | 80,716 | $9,383,000 | 4.35% |
| Chicago Capital, LLC | 143,097 | $16,635,000 | 1.34% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,781,969 | $207,155,000 | 1.18% |
| AMERICAN CAPITAL MANAGEMENT INC | 201,792 | $23,458,000 | 1.14% |
| Copeland Capital Management, LLC | 156,443 | $18,187,000 | 1.11% |
| FCF Advisors LLC | 7,383 | $864,000 | 0.99% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,587,517 | $184,549,000 | 0.96% |
| ROYCE & ASSOCIATES LP | 515,691 | $59,949,000 | 0.82% |
| BAMCO INC /NY/ | 1,364,284 | $158,598,000 | 0.78% |