MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 223 filers reported holding MORNINGSTAR INC in Q1 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,495,575 | -0.6% | 35,476 | +3.6% | 0.00% | 0.0% |
| Q1 2024 | $10,559,822 | +9.8% | 34,244 | +1.9% | 0.00% | 0.0% |
| Q4 2023 | $9,619,668 | +23.1% | 33,607 | +0.7% | 0.00% | +33.3% |
| Q3 2023 | $7,815,886 | +403.1% | 33,367 | +321.1% | 0.00% | +200.0% |
| Q2 2023 | $1,553,463 | -2.0% | 7,923 | +1.4% | 0.00% | 0.0% |
| Q1 2023 | $1,585,664 | -25.2% | 7,810 | -20.2% | 0.00% | 0.0% |
| Q4 2022 | $2,120,200 | +4.6% | 9,789 | +2.6% | 0.00% | 0.0% |
| Q3 2022 | $2,026,000 | -13.4% | 9,540 | -1.4% | 0.00% | 0.0% |
| Q2 2022 | $2,339,000 | -9.7% | 9,674 | +2.1% | 0.00% | 0.0% |
| Q1 2022 | $2,589,000 | -22.0% | 9,479 | -2.4% | 0.00% | 0.0% |
| Q4 2021 | $3,320,000 | +17.3% | 9,708 | -11.2% | 0.00% | 0.0% |
| Q3 2021 | $2,831,000 | -1.2% | 10,931 | -1.9% | 0.00% | 0.0% |
| Q2 2021 | $2,864,000 | +24.4% | 11,141 | +8.9% | 0.00% | 0.0% |
| Q1 2021 | $2,303,000 | -1.7% | 10,235 | +1.1% | 0.00% | 0.0% |
| Q4 2020 | $2,343,000 | +45.6% | 10,119 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $1,609,000 | +22.7% | 10,019 | +7.7% | 0.00% | 0.0% |
| Q2 2020 | $1,311,000 | +8.4% | 9,299 | -10.6% | 0.00% | 0.0% |
| Q1 2020 | $1,209,000 | -23.9% | 10,399 | -1.0% | 0.00% | 0.0% |
| Q4 2019 | $1,589,000 | +3.6% | 10,499 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,534,000 | +1.0% | 10,499 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,519,000 | +18.2% | 10,499 | +2.9% | 0.00% | 0.0% |
| Q1 2019 | $1,285,000 | -4.9% | 10,199 | -17.1% | 0.00% | 0.0% |
| Q4 2018 | $1,351,000 | +3.2% | 12,299 | +18.3% | 0.00% | 0.0% |
| Q3 2018 | $1,309,000 | -3.3% | 10,399 | -1.4% | 0.00% | 0.0% |
| Q2 2018 | $1,353,000 | +25.5% | 10,547 | -6.5% | 0.00% | 0.0% |
| Q1 2018 | $1,078,000 | -3.6% | 11,284 | -2.2% | 0.00% | 0.0% |
| Q4 2017 | $1,118,000 | +13.5% | 11,534 | -0.4% | 0.00% | 0.0% |
| Q3 2017 | $985,000 | +10.9% | 11,584 | +2.2% | 0.00% | 0.0% |
| Q2 2017 | $888,000 | +2.1% | 11,334 | +2.4% | 0.00% | 0.0% |
| Q1 2017 | $870,000 | +6.4% | 11,064 | -0.4% | 0.00% | 0.0% |
| Q4 2016 | $818,000 | -90.4% | 11,114 | -89.7% | 0.00% | -85.7% |
| Q3 2016 | $8,544,000 | +375.2% | 107,779 | +390.2% | 0.01% | +250.0% |
| Q2 2016 | $1,798,000 | +76.6% | 21,985 | +90.6% | 0.00% | +100.0% |
| Q1 2016 | $1,018,000 | +8.8% | 11,535 | -0.9% | 0.00% | 0.0% |
| Q4 2015 | $936,000 | +12.8% | 11,645 | +12.6% | 0.00% | 0.0% |
| Q3 2015 | $830,000 | +0.5% | 10,345 | -0.4% | 0.00% | 0.0% |
| Q2 2015 | $826,000 | +15.0% | 10,385 | +8.3% | 0.00% | 0.0% |
| Q1 2015 | $718,000 | +6.8% | 9,585 | -7.7% | 0.00% | 0.0% |
| Q4 2014 | $672,000 | -23.2% | 10,385 | -19.4% | 0.00% | 0.0% |
| Q3 2014 | $875,000 | -5.8% | 12,885 | -0.4% | 0.00% | 0.0% |
| Q2 2014 | $929,000 | -21.3% | 12,935 | -13.4% | 0.00% | 0.0% |
| Q1 2014 | $1,181,000 | -21.1% | 14,944 | -22.0% | 0.00% | 0.0% |
| Q4 2013 | $1,496,000 | -16.1% | 19,153 | -14.9% | 0.00% | -50.0% |
| Q3 2013 | $1,783,000 | +0.1% | 22,494 | -2.1% | 0.00% | 0.0% |
| Q2 2013 | $1,782,000 | – | 22,966 | – | 0.00% | – |
Download | ||||||
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% |