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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,944 | -22.1% | 1,225 | -34.8% | 0.04% | +12.5% |
| Q2 2023 | $368,381 | -3.4% | 1,879 | +0.1% | 0.04% | -21.6% |
| Q1 2023 | $381,183 | -6.2% | 1,877 | +0.1% | 0.05% | -8.9% |
| Q4 2022 | $406,423 | +2.1% | 1,876 | +0.1% | 0.06% | -11.1% |
| Q3 2022 | $398,000 | -8.5% | 1,875 | +4.2% | 0.06% | +3.3% |
| Q2 2022 | $435,000 | -8.0% | 1,799 | +3.9% | 0.06% | +3.4% |
| Q1 2022 | $473,000 | -20.1% | 1,731 | +0.1% | 0.06% | -26.2% |
| Q4 2021 | $592,000 | +32.1% | 1,730 | +0.1% | 0.08% | +25.0% |
| Q3 2021 | $448,000 | -7.8% | 1,729 | -8.5% | 0.06% | -5.9% |
| Q2 2021 | $486,000 | +14.4% | 1,890 | +0.1% | 0.07% | +1.5% |
| Q1 2021 | $425,000 | -2.7% | 1,889 | +0.1% | 0.07% | -11.8% |
| Q4 2020 | $437,000 | +30.8% | 1,888 | -9.3% | 0.08% | +11.8% |
| Q3 2020 | $334,000 | +14.0% | 2,082 | +0.0% | 0.07% | +4.6% |
| Q2 2020 | $293,000 | +23.6% | 2,081 | +2.2% | 0.06% | +22.6% |
| Q1 2020 | $237,000 | -38.1% | 2,036 | -19.7% | 0.05% | -15.9% |
| Q4 2019 | $383,000 | +5.2% | 2,534 | +1.8% | 0.06% | -11.3% |
| Q3 2019 | $364,000 | +1.1% | 2,488 | +0.0% | 0.07% | 0.0% |
| Q2 2019 | $360,000 | +19.2% | 2,487 | +3.6% | 0.07% | +195.8% |
| Q1 2019 | $302,000 | +3.8% | 2,400 | -9.4% | 0.02% | -52.9% |
| Q4 2018 | $291,000 | -14.2% | 2,649 | -1.7% | 0.05% | -13.6% |
| Q3 2018 | $339,000 | -8.1% | 2,694 | -6.4% | 0.06% | -15.7% |
| Q2 2018 | $369,000 | +38.7% | 2,878 | +3.2% | 0.07% | +45.8% |
| Q1 2018 | $266,000 | -30.4% | 2,788 | -29.2% | 0.05% | -31.4% |
| Q4 2017 | $382,000 | +17.9% | 3,937 | +3.3% | 0.07% | +14.8% |
| Q3 2017 | $324,000 | +17.0% | 3,812 | +7.8% | 0.06% | +38.6% |
| Q2 2017 | $277,000 | -0.4% | 3,536 | +0.0% | 0.04% | -18.5% |
| Q1 2017 | $278,000 | +6.9% | 3,535 | +0.0% | 0.05% | +134.8% |
| Q4 2016 | $260,000 | -7.1% | 3,534 | 0.0% | 0.02% | -52.1% |
| Q3 2016 | $280,000 | -3.1% | 3,534 | +0.0% | 0.05% | -23.8% |
| Q2 2016 | $289,000 | -13.0% | 3,533 | -5.9% | 0.06% | -18.2% |
| Q1 2016 | $332,000 | +6.4% | 3,756 | -3.1% | 0.08% | +8.5% |
| Q4 2015 | $312,000 | -1.0% | 3,876 | -1.1% | 0.07% | -1.4% |
| Q3 2015 | $315,000 | +1.0% | 3,919 | 0.0% | 0.07% | +20.0% |
| Q2 2015 | $312,000 | +8.7% | 3,919 | +2.3% | 0.06% | +13.2% |
| Q1 2015 | $287,000 | +6.3% | 3,831 | -8.3% | 0.05% | +32.5% |
| Q4 2014 | $270,000 | – | 4,177 | – | 0.04% | – |
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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% |