MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 178 filers reported holding MORNINGSTAR INC in Q4 2015. The put-call ratio across all filers is 0.03 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $353,342,000 | +13.9% | 2,200 | 0.0% | 0.11% | +14.6% |
| Q2 2020 | $310,134,000 | +251.7% | 2,200 | +214.3% | 0.10% | +269.2% |
| Q1 2019 | $88,193,000 | +14.7% | 700 | 0.0% | 0.03% | +4.0% |
| Q4 2018 | $76,888,000 | -23.7% | 700 | -12.5% | 0.02% | -10.7% |
| Q3 2018 | $100,720,000 | +12.2% | 800 | +14.3% | 0.03% | +7.7% |
| Q2 2018 | $89,775,000 | +34.3% | 700 | 0.0% | 0.03% | +36.8% |
| Q1 2018 | $66,864,000 | -1.5% | 700 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $67,879,000 | +14.1% | 700 | 0.0% | 0.02% | +26.7% |
| Q3 2017 | $59,493,000 | +8.5% | 700 | 0.0% | 0.02% | +36.4% |
| Q2 2017 | $54,838,000 | -30.2% | 700 | -30.0% | 0.01% | -26.7% |
| Q1 2017 | $78,600,000 | +1.8% | 1,000 | -4.8% | 0.02% | 0.0% |
| Q4 2016 | $77,238,000 | -68.1% | 1,050 | -65.6% | 0.02% | -64.3% |
| Q3 2016 | $241,774,000 | -38.4% | 3,050 | -36.5% | 0.04% | -38.2% |
| Q2 2016 | $392,544,000 | +5.8% | 4,800 | +14.2% | 0.07% | -1.4% |
| Q1 2016 | $370,999,000 | +15.3% | 4,203 | +5.1% | 0.07% | +25.5% |
| Q4 2015 | $321,640,000 | – | 4,000 | – | 0.06% | – |
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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% |