MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 182 filers reported holding MORNINGSTAR INC in Q4 2017. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18,519,198 | +178.4% | 79,061 | +133.0% | 0.02% | +200.0% |
Q2 2023 | $6,652,851 | +93933.2% | 33,931 | -2.6% | 0.01% | -22.2% |
Q1 2023 | $7,075 | -0.9% | 34,849 | +5.8% | 0.01% | -10.0% |
Q4 2022 | $7,136 | -99.9% | 32,946 | +4.5% | 0.01% | 0.0% |
Q3 2022 | $6,697,000 | -14.5% | 31,541 | -2.7% | 0.01% | -9.1% |
Q2 2022 | $7,836,000 | +5.1% | 32,402 | +18.7% | 0.01% | +10.0% |
Q1 2022 | $7,454,000 | -22.3% | 27,287 | -2.7% | 0.01% | -16.7% |
Q4 2021 | $9,591,000 | +32.5% | 28,044 | +0.4% | 0.01% | +20.0% |
Q3 2021 | $7,238,000 | -10.6% | 27,943 | -11.2% | 0.01% | -9.1% |
Q2 2021 | $8,093,000 | +27.0% | 31,477 | +11.1% | 0.01% | +22.2% |
Q1 2021 | $6,374,000 | -9.9% | 28,323 | -7.2% | 0.01% | -10.0% |
Q4 2020 | $7,071,000 | +40.4% | 30,535 | -2.6% | 0.01% | +25.0% |
Q3 2020 | $5,035,000 | +9.9% | 31,351 | -3.5% | 0.01% | 0.0% |
Q2 2020 | $4,581,000 | +41.3% | 32,494 | +16.5% | 0.01% | +14.3% |
Q1 2020 | $3,243,000 | +12.7% | 27,898 | +46.7% | 0.01% | +40.0% |
Q4 2019 | $2,878,000 | +6.1% | 19,021 | +2.5% | 0.01% | 0.0% |
Q3 2019 | $2,712,000 | -0.6% | 18,557 | -1.6% | 0.01% | 0.0% |
Q2 2019 | $2,727,000 | -35.5% | 18,854 | -43.8% | 0.01% | -37.5% |
Q1 2019 | $4,226,000 | +14.0% | 33,542 | -0.6% | 0.01% | 0.0% |
Q4 2018 | $3,707,000 | -15.0% | 33,753 | -2.6% | 0.01% | 0.0% |
Q3 2018 | $4,361,000 | -36.5% | 34,637 | -35.3% | 0.01% | -42.9% |
Q2 2018 | $6,869,000 | +76.3% | 53,563 | +31.3% | 0.01% | +75.0% |
Q1 2018 | $3,897,000 | -4.8% | 40,794 | -3.4% | 0.01% | 0.0% |
Q4 2017 | $4,094,000 | +12.9% | 42,220 | -1.0% | 0.01% | 0.0% |
Q3 2017 | $3,625,000 | +7.6% | 42,654 | -0.9% | 0.01% | 0.0% |
Q2 2017 | $3,370,000 | +34.2% | 43,022 | +34.7% | 0.01% | +33.3% |
Q1 2017 | $2,511,000 | +43.2% | 31,941 | +34.0% | 0.01% | +50.0% |
Q4 2016 | $1,753,000 | -0.6% | 23,830 | +7.1% | 0.00% | -20.0% |
Q3 2016 | $1,763,000 | -3.8% | 22,241 | -0.7% | 0.01% | 0.0% |
Q2 2016 | $1,832,000 | +1.8% | 22,406 | +9.8% | 0.01% | -16.7% |
Q1 2016 | $1,800,000 | +7.1% | 20,397 | -2.4% | 0.01% | +20.0% |
Q4 2015 | $1,681,000 | +0.7% | 20,907 | +0.5% | 0.01% | -16.7% |
Q3 2015 | $1,669,000 | +5.7% | 20,797 | +4.8% | 0.01% | +20.0% |
Q2 2015 | $1,579,000 | +21.1% | 19,844 | +14.0% | 0.01% | +25.0% |
Q1 2015 | $1,304,000 | +17.4% | 17,411 | +1.4% | 0.00% | +33.3% |
Q4 2014 | $1,111,000 | +1.5% | 17,171 | +6.5% | 0.00% | 0.0% |
Q3 2014 | $1,095,000 | -6.0% | 16,121 | -0.6% | 0.00% | 0.0% |
Q2 2014 | $1,165,000 | -13.1% | 16,221 | -4.4% | 0.00% | -25.0% |
Q1 2014 | $1,340,000 | -5.6% | 16,959 | -6.7% | 0.00% | 0.0% |
Q4 2013 | $1,419,000 | -9.7% | 18,171 | -8.3% | 0.00% | -20.0% |
Q3 2013 | $1,571,000 | +0.4% | 19,822 | -1.6% | 0.01% | 0.0% |
Q2 2013 | $1,564,000 | – | 20,154 | – | 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% |