MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 175 filers reported holding MORNINGSTAR INC in Q2 2016. The put-call ratio across all filers is 0.13 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $48,284,002 | +110.4% | 206,133 | +76.1% | 0.04% | +118.8% |
Q2 2023 | $22,946,779 | -29.5% | 117,034 | -27.0% | 0.02% | -30.4% |
Q1 2023 | $32,551,612 | -16.8% | 160,328 | -11.2% | 0.02% | -20.7% |
Q4 2022 | $39,104,241 | -10.1% | 180,545 | -11.8% | 0.03% | -17.1% |
Q3 2022 | $43,479,000 | -16.7% | 204,769 | -5.2% | 0.04% | -10.3% |
Q2 2022 | $52,220,000 | +52.9% | 215,933 | +72.7% | 0.04% | +77.3% |
Q1 2022 | $34,154,000 | -7.1% | 125,028 | +16.3% | 0.02% | 0.0% |
Q4 2021 | $36,768,000 | +12.8% | 107,512 | -14.5% | 0.02% | +4.8% |
Q3 2021 | $32,588,000 | +17.3% | 125,805 | +16.4% | 0.02% | +16.7% |
Q2 2021 | $27,782,000 | -25.4% | 108,054 | -34.7% | 0.02% | -30.8% |
Q1 2021 | $37,264,000 | +12.4% | 165,586 | +15.7% | 0.03% | +4.0% |
Q4 2020 | $33,141,000 | +33.9% | 143,113 | -7.2% | 0.02% | +19.0% |
Q3 2020 | $24,757,000 | +37.9% | 154,146 | +21.1% | 0.02% | +31.2% |
Q2 2020 | $17,947,000 | +139.9% | 127,315 | +97.8% | 0.02% | +100.0% |
Q1 2020 | $7,481,000 | +72.5% | 64,355 | +124.5% | 0.01% | +100.0% |
Q4 2019 | $4,337,000 | +1210.3% | 28,661 | +1165.4% | 0.00% | – |
Q3 2019 | $331,000 | -8.8% | 2,265 | -9.8% | 0.00% | – |
Q2 2019 | $363,000 | +21.4% | 2,510 | +5.9% | 0.00% | – |
Q1 2019 | $299,000 | +28.3% | 2,370 | +11.7% | 0.00% | – |
Q4 2018 | $233,000 | -36.7% | 2,122 | -27.4% | 0.00% | – |
Q3 2018 | $368,000 | -2.6% | 2,921 | -0.8% | 0.00% | – |
Q2 2018 | $378,000 | +7.1% | 2,944 | -20.4% | 0.00% | – |
Q1 2018 | $353,000 | +16.1% | 3,697 | +18.0% | 0.00% | – |
Q4 2017 | $304,000 | +38.8% | 3,133 | +21.3% | 0.00% | – |
Q3 2017 | $219,000 | -16.1% | 2,582 | -22.2% | 0.00% | – |
Q1 2017 | $261,000 | -1.5% | 3,319 | -7.7% | 0.00% | – |
Q4 2016 | $265,000 | -26.8% | 3,597 | -21.2% | 0.00% | – |
Q3 2016 | $362,000 | -10.0% | 4,563 | -7.1% | 0.00% | -100.0% |
Q2 2016 | $402,000 | +8.4% | 4,910 | +16.9% | 0.00% | 0.0% |
Q1 2016 | $371,000 | +1.6% | 4,201 | -7.3% | 0.00% | 0.0% |
Q4 2015 | $365,000 | -9.9% | 4,534 | -10.1% | 0.00% | 0.0% |
Q3 2015 | $405,000 | -10.6% | 5,042 | -11.5% | 0.00% | 0.0% |
Q2 2015 | $453,000 | +9.2% | 5,698 | +2.8% | 0.00% | 0.0% |
Q1 2015 | $415,000 | -35.5% | 5,541 | -32.7% | 0.00% | 0.0% |
Q4 2013 | $643,000 | +130.5% | 8,235 | +134.0% | 0.00% | 0.0% |
Q3 2013 | $279,000 | – | 3,519 | – | 0.00% | – |
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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% |