MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 182 filers reported holding MORNINGSTAR INC in Q4 2017. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,049,622 | -0.8% | 10,308 | +3.4% | 0.01% | 0.0% |
Q1 2024 | $3,075,374 | -1.4% | 9,973 | -8.5% | 0.01% | 0.0% |
Q4 2023 | $3,120,302 | +25.6% | 10,901 | +2.8% | 0.01% | +9.1% |
Q3 2023 | $2,485,000 | +7.8% | 10,608 | -9.8% | 0.01% | +22.2% |
Q2 2023 | $2,306,000 | -9.0% | 11,762 | -5.8% | 0.01% | -18.2% |
Q1 2023 | $2,535,000 | -9.0% | 12,486 | -2.9% | 0.01% | -8.3% |
Q4 2022 | $2,786,000 | +2.3% | 12,862 | +0.3% | 0.01% | 0.0% |
Q3 2022 | $2,724,000 | -11.4% | 12,828 | +0.9% | 0.01% | -7.7% |
Q2 2022 | $3,075,000 | -10.0% | 12,717 | +1.7% | 0.01% | +8.3% |
Q1 2022 | $3,415,000 | -24.6% | 12,503 | -5.6% | 0.01% | -20.0% |
Q4 2021 | $4,530,000 | +26.1% | 13,247 | -4.4% | 0.02% | +15.4% |
Q3 2021 | $3,591,000 | -0.2% | 13,863 | -0.9% | 0.01% | 0.0% |
Q2 2021 | $3,598,000 | +27.2% | 13,995 | +11.4% | 0.01% | +18.2% |
Q1 2021 | $2,828,000 | +11.3% | 12,565 | +14.6% | 0.01% | 0.0% |
Q4 2020 | $2,540,000 | +80.1% | 10,969 | +24.9% | 0.01% | +37.5% |
Q3 2020 | $1,410,000 | -49.5% | 8,781 | -55.6% | 0.01% | -50.0% |
Q2 2020 | $2,791,000 | -20.4% | 19,796 | -34.4% | 0.02% | -33.3% |
Q1 2020 | $3,506,000 | -7.8% | 30,156 | +20.0% | 0.02% | +20.0% |
Q4 2019 | $3,802,000 | +2.3% | 25,127 | -1.1% | 0.02% | 0.0% |
Q3 2019 | $3,715,000 | -20.4% | 25,418 | -21.2% | 0.02% | -20.0% |
Q2 2019 | $4,665,000 | +0.2% | 32,255 | -12.7% | 0.02% | +4.2% |
Q1 2019 | $4,657,000 | +11.0% | 36,962 | -3.2% | 0.02% | 0.0% |
Q4 2018 | $4,195,000 | -25.4% | 38,192 | -14.5% | 0.02% | -14.3% |
Q3 2018 | $5,622,000 | -25.2% | 44,658 | -23.8% | 0.03% | -26.3% |
Q2 2018 | $7,513,000 | +32.5% | 58,580 | -1.3% | 0.04% | +26.7% |
Q1 2018 | $5,671,000 | -9.0% | 59,369 | -7.7% | 0.03% | -3.2% |
Q4 2017 | $6,235,000 | +18.3% | 64,303 | +3.7% | 0.03% | +14.8% |
Q3 2017 | $5,272,000 | -45.9% | 62,035 | -50.2% | 0.03% | 0.0% |
Q2 2017 | $9,752,000 | +103.5% | 124,486 | +104.1% | 0.03% | 0.0% |
Q1 2017 | $4,793,000 | -3.4% | 60,979 | +0.1% | 0.03% | -3.6% |
Q4 2016 | $4,960,000 | +2.8% | 60,938 | +0.1% | 0.03% | -6.7% |
Q3 2016 | $4,827,000 | -1.7% | 60,888 | +1.4% | 0.03% | -6.2% |
Q2 2016 | $4,912,000 | -3.6% | 60,068 | +4.1% | 0.03% | -3.0% |
Q1 2016 | $5,093,000 | -0.4% | 57,702 | -9.2% | 0.03% | +6.5% |
Q4 2015 | $5,112,000 | -1.1% | 63,577 | -1.3% | 0.03% | -6.1% |
Q3 2015 | $5,168,000 | -0.9% | 64,388 | -1.8% | 0.03% | +10.0% |
Q2 2015 | $5,217,000 | -3.7% | 65,577 | -9.3% | 0.03% | -3.2% |
Q1 2015 | $5,418,000 | +16.2% | 72,330 | +0.4% | 0.03% | +14.8% |
Q4 2014 | $4,663,000 | -2.4% | 72,062 | +2.4% | 0.03% | -3.6% |
Q3 2014 | $4,776,000 | -5.8% | 70,344 | -0.4% | 0.03% | -3.4% |
Q2 2014 | $5,071,000 | -9.3% | 70,612 | -0.2% | 0.03% | -12.1% |
Q1 2014 | $5,590,000 | -0.5% | 70,746 | -1.6% | 0.03% | +10.0% |
Q4 2013 | $5,616,000 | -0.1% | 71,918 | +1.4% | 0.03% | 0.0% |
Q3 2013 | $5,624,000 | +3.7% | 70,957 | +1.5% | 0.03% | -3.2% |
Q2 2013 | $5,421,000 | – | 69,879 | – | 0.03% | – |
Download |
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% |