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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,096,000 | +118.3% | 7,502 | +116.3% | 0.01% | +100.0% |
| Q2 2019 | $502,000 | +76.1% | 3,468 | +53.2% | 0.00% | +100.0% |
| Q1 2019 | $285,000 | +7.5% | 2,263 | -6.3% | 0.00% | 0.0% |
| Q4 2018 | $265,000 | -1.9% | 2,416 | -13.2% | 0.00% | +100.0% |
| Q4 2017 | $270,000 | +3.8% | 2,782 | -16.0% | 0.00% | -50.0% |
| Q1 2017 | $260,000 | -44.2% | 3,311 | -47.8% | 0.00% | -33.3% |
| Q4 2016 | $466,000 | +16.2% | 6,341 | +25.2% | 0.00% | +50.0% |
| Q3 2016 | $401,000 | +31.9% | 5,064 | +36.0% | 0.00% | +100.0% |
| Q2 2016 | $304,000 | -45.5% | 3,723 | -41.1% | 0.00% | -66.7% |
| Q1 2016 | $558,000 | -13.5% | 6,321 | -21.1% | 0.00% | -25.0% |
| Q4 2015 | $645,000 | +93.1% | 8,016 | +89.3% | 0.00% | +33.3% |
| Q1 2014 | $334,000 | -56.8% | 4,235 | -57.3% | 0.00% | -40.0% |
| Q4 2013 | $774,000 | – | 9,917 | – | 0.01% | – |
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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% |