MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 172 filers reported holding MORNINGSTAR INC in Q4 2016. The put-call ratio across all filers is 0.22 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 ↓ |
|---|---|---|---|
| ATLANTA CAPITAL MANAGEMENT CO L L C | 4,028,063 | $319,264,000 | 2.26% |
| TAMRO Capital Partners LLC | 560,850 | $44,453,000 | 1.84% |
| AMERICAN CAPITAL MANAGEMENT INC | 146,785 | $11,634,000 | 1.56% |
| Conestoga Capital Advisors, LLC | 208,903 | $16,558,000 | 1.42% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,223,127 | $96,945,000 | 1.13% |
| BAMCO INC /NY/ | 1,693,170 | $134,201,000 | 0.62% |
| ROYCE & ASSOCIATES LP | 1,832,953 | $145,280,000 | 0.43% |
| YHB Investment Advisors, Inc. | 15,105 | $1,197,000 | 0.35% |
| SENTINEL ASSET MANAGEMENT, INC. | 183,430 | $14,539,000 | 0.30% |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 23,000 | $1,823,000 | 0.28% |