MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 171 filers reported holding MORNINGSTAR INC in Q3 2016. The put-call ratio across all filers is 4.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $246,000 | -92.0% | 1,743 | -91.7% | 0.03% | -88.6% |
| Q3 2019 | $3,082,000 | +87.9% | 21,086 | +86.0% | 0.29% | +154.4% |
| Q2 2019 | $1,640,000 | +6.4% | 11,339 | -29.8% | 0.11% | +293.1% |
| Q1 2018 | $1,542,000 | -1.4% | 16,141 | +0.1% | 0.03% | 0.0% |
| Q4 2017 | $1,564,000 | +14.1% | 16,129 | 0.0% | 0.03% | +7.4% |
| Q3 2017 | $1,371,000 | -12.8% | 16,129 | -19.6% | 0.03% | -12.9% |
| Q2 2017 | $1,572,000 | -9.4% | 20,060 | -9.1% | 0.03% | -8.8% |
| Q1 2017 | $1,735,000 | +10.7% | 22,077 | +3.5% | 0.03% | +6.2% |
| Q4 2016 | $1,568,000 | -2.6% | 21,321 | +5.0% | 0.03% | -5.9% |
| Q3 2016 | $1,610,000 | +2996.2% | 20,310 | +3098.4% | 0.03% | +3300.0% |
| Q2 2016 | $52,000 | -5.5% | 635 | +2.3% | 0.00% | 0.0% |
| Q1 2016 | $55,000 | -57.4% | 621 | -61.2% | 0.00% | -66.7% |
| Q4 2015 | $129,000 | +222.5% | 1,600 | +220.0% | 0.00% | +200.0% |
| Q3 2015 | $40,000 | – | 500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 67,734 | $8,534,000 | 2.76% |
| Copeland Capital Management, LLC | 185,266 | $23,342,000 | 1.48% |
| Chicago Capital, LLC | 150,796 | $18,999,000 | 1.29% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,745,915 | $219,969,000 | 1.26% |
| AMERICAN CAPITAL MANAGEMENT INC | 212,805 | $26,811,000 | 1.24% |
| Force Capital Management LLC | 3,884 | $489,000 | 1.14% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
| FCF Advisors LLC | 11,624 | $1,465,000 | 1.13% |
| BAMCO INC /NY/ | 1,457,280 | $183,603,000 | 0.78% |
| ROYCE & ASSOCIATES LP | 540,320 | $68,075,000 | 0.58% |