MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 316 filers reported holding MORNINGSTAR INC in Q3 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $597,981,458 | +23.1% | 2,552,858 | +3.0% | 0.02% | +25.0% |
Q2 2023 | $485,779,699 | -4.0% | 2,477,583 | -0.6% | 0.01% | -7.7% |
Q1 2023 | $505,877,669 | -5.6% | 2,491,640 | +0.7% | 0.01% | -13.3% |
Q4 2022 | $535,980,761 | +3.5% | 2,474,633 | +1.5% | 0.02% | 0.0% |
Q3 2022 | $517,853,000 | -11.1% | 2,439,021 | +1.3% | 0.02% | -6.2% |
Q2 2022 | $582,418,000 | -11.3% | 2,408,379 | +0.2% | 0.02% | 0.0% |
Q1 2022 | $656,482,000 | -15.6% | 2,403,202 | +5.7% | 0.02% | -11.1% |
Q4 2021 | $777,428,000 | +32.3% | 2,273,246 | +0.2% | 0.02% | +20.0% |
Q3 2021 | $587,454,000 | -3.4% | 2,267,899 | -4.1% | 0.02% | 0.0% |
Q2 2021 | $607,920,000 | +14.9% | 2,364,436 | +0.6% | 0.02% | +7.1% |
Q1 2021 | $529,021,000 | +12.0% | 2,350,787 | +15.3% | 0.01% | 0.0% |
Q4 2020 | $472,232,000 | +59.5% | 2,039,267 | +10.6% | 0.01% | +40.0% |
Q3 2020 | $296,153,000 | +9.9% | 1,843,925 | -3.6% | 0.01% | 0.0% |
Q2 2020 | $269,509,000 | +19.6% | 1,911,823 | -1.3% | 0.01% | 0.0% |
Q1 2020 | $225,280,000 | -21.4% | 1,937,895 | +2.4% | 0.01% | 0.0% |
Q4 2019 | $286,480,000 | +7.3% | 1,893,331 | +3.6% | 0.01% | 0.0% |
Q3 2019 | $267,029,000 | +9.7% | 1,827,216 | +8.6% | 0.01% | +11.1% |
Q2 2019 | $243,332,000 | +15.3% | 1,682,328 | +0.5% | 0.01% | +12.5% |
Q1 2019 | $210,998,000 | +15.2% | 1,674,726 | +0.4% | 0.01% | 0.0% |
Q4 2018 | $183,130,000 | -11.1% | 1,667,247 | +1.9% | 0.01% | 0.0% |
Q3 2018 | $206,085,000 | +0.6% | 1,636,889 | +2.5% | 0.01% | -11.1% |
Q2 2018 | $204,766,000 | +49.0% | 1,596,616 | +10.9% | 0.01% | +50.0% |
Q1 2018 | $137,459,000 | -0.6% | 1,439,067 | +0.9% | 0.01% | 0.0% |
Q4 2017 | $138,353,000 | +16.3% | 1,426,766 | +1.9% | 0.01% | 0.0% |
Q3 2017 | $118,981,000 | +9.0% | 1,399,954 | +0.5% | 0.01% | +20.0% |
Q2 2017 | $109,124,000 | +0.1% | 1,392,952 | +0.5% | 0.01% | -16.7% |
Q1 2017 | $108,986,000 | +10.3% | 1,386,588 | +3.2% | 0.01% | 0.0% |
Q4 2016 | $98,792,000 | -5.2% | 1,343,008 | +2.2% | 0.01% | 0.0% |
Q3 2016 | $104,195,000 | +0.1% | 1,314,430 | +3.2% | 0.01% | 0.0% |
Q2 2016 | $104,111,000 | -10.8% | 1,273,061 | -3.7% | 0.01% | -25.0% |
Q1 2016 | $116,684,000 | +16.8% | 1,321,898 | +6.4% | 0.01% | +14.3% |
Q4 2015 | $99,862,000 | +2.1% | 1,241,900 | +1.9% | 0.01% | +75.0% |
Q3 2015 | $97,812,000 | -5.5% | 1,218,701 | -6.3% | 0.00% | -42.9% |
Q2 2015 | $103,457,000 | +8.6% | 1,300,536 | +2.2% | 0.01% | +16.7% |
Q1 2015 | $95,280,000 | +21.4% | 1,271,928 | +4.8% | 0.01% | 0.0% |
Q4 2014 | $78,506,000 | -3.8% | 1,213,205 | +1.0% | 0.01% | 0.0% |
Q3 2014 | $81,593,000 | -5.9% | 1,201,659 | -0.5% | 0.01% | -14.3% |
Q2 2014 | $86,744,000 | -10.5% | 1,207,979 | -1.5% | 0.01% | -12.5% |
Q1 2014 | $96,943,000 | +3.1% | 1,226,820 | +1.9% | 0.01% | 0.0% |
Q4 2013 | $93,992,000 | +1.2% | 1,203,634 | +2.7% | 0.01% | -11.1% |
Q3 2013 | $92,875,000 | +1.0% | 1,171,782 | -1.1% | 0.01% | -10.0% |
Q2 2013 | $91,956,000 | – | 1,185,300 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
GOLDEN GATE PRIVATE EQUITY, INC. | 68,300 | $6,623,000 | 5.57% |
ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
Force Capital Management LLC | 4,715 | $457,000 | 0.48% |