MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 137 filers reported holding MORNINGSTAR INC in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,795,685 | +0.8% | 12,830 | +5.0% | 0.01% | +20.0% |
| Q1 2024 | $3,767,187 | +178.1% | 12,216 | +158.2% | 0.01% | +150.0% |
| Q4 2023 | $1,354,616 | +260.9% | 4,732 | +195.4% | 0.00% | +100.0% |
| Q3 2023 | $375,304 | +62.7% | 1,602 | +66.4% | 0.00% | – |
| Q1 2023 | $230,639 | +11.9% | 963 | +1.3% | 0.00% | – |
| Q4 2022 | $206,076 | -98.1% | 951 | -98.1% | 0.00% | -100.0% |
| Q3 2022 | $10,913,000 | -13.7% | 51,116 | -2.5% | 0.02% | -10.0% |
| Q2 2022 | $12,643,000 | +844.2% | 52,408 | +969.3% | 0.02% | +900.0% |
| Q1 2022 | $1,339,000 | +357.0% | 4,901 | +425.9% | 0.00% | – |
| Q4 2021 | $293,000 | +6.5% | 932 | -6.3% | 0.00% | – |
| Q3 2021 | $275,000 | +0.7% | 995 | -6.3% | 0.00% | – |
| Q2 2021 | $273,000 | +15.7% | 1,062 | +1.4% | 0.00% | – |
| Q1 2021 | $236,000 | -22.9% | 1,047 | -20.9% | 0.00% | -100.0% |
| Q4 2020 | $306,000 | +28.0% | 1,323 | -11.1% | 0.00% | – |
| Q3 2020 | $239,000 | +6.2% | 1,488 | -6.5% | 0.00% | – |
| Q2 2020 | $225,000 | -13.5% | 1,591 | -7.6% | 0.00% | – |
| Q4 2019 | $260,000 | +9.2% | 1,721 | +5.6% | 0.00% | – |
| Q3 2019 | $238,000 | +0.8% | 1,629 | +0.1% | 0.00% | – |
| Q2 2019 | $236,000 | +4.9% | 1,627 | -9.0% | 0.00% | – |
| Q1 2019 | $225,000 | -4.7% | 1,787 | -40.5% | 0.00% | – |
| Q1 2017 | $236,000 | -73.4% | 3,003 | -75.1% | 0.00% | -100.0% |
| Q4 2016 | $886,000 | -7.2% | 12,043 | 0.0% | 0.00% | -50.0% |
| Q3 2016 | $955,000 | -38.0% | 12,043 | -36.1% | 0.00% | -33.3% |
| Q2 2016 | $1,541,000 | +46.2% | 18,843 | +57.8% | 0.00% | +50.0% |
| Q1 2016 | $1,054,000 | -34.6% | 11,943 | -40.4% | 0.00% | -33.3% |
| Q4 2015 | $1,612,000 | -0.3% | 20,043 | -0.5% | 0.00% | 0.0% |
| Q3 2015 | $1,617,000 | +0.9% | 20,143 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $1,602,000 | +6.2% | 20,143 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $1,509,000 | +15.8% | 20,143 | 0.0% | 0.00% | +50.0% |
| Q4 2014 | $1,303,000 | -21.5% | 20,143 | -17.6% | 0.00% | -33.3% |
| Q3 2014 | $1,659,000 | -76.6% | 24,443 | -75.3% | 0.00% | -76.9% |
| Q2 2014 | $7,093,000 | -13.8% | 98,774 | -5.2% | 0.01% | -13.3% |
| Q1 2014 | $8,231,000 | +2021.4% | 104,163 | +1998.8% | 0.02% | +1400.0% |
| Q4 2013 | $388,000 | +45.3% | 4,963 | +47.6% | 0.00% | 0.0% |
| Q3 2013 | $267,000 | +1.1% | 3,363 | -1.2% | 0.00% | 0.0% |
| Q2 2013 | $264,000 | – | 3,403 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 64,083 | $7,450,000 | 11.14% |
| GOLDEN GATE PRIVATE EQUITY, INC. | 80,716 | $9,383,000 | 4.35% |
| Chicago Capital, LLC | 143,097 | $16,635,000 | 1.34% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,781,969 | $207,155,000 | 1.18% |
| AMERICAN CAPITAL MANAGEMENT INC | 201,792 | $23,458,000 | 1.14% |
| Copeland Capital Management, LLC | 156,443 | $18,187,000 | 1.11% |
| FCF Advisors LLC | 7,383 | $864,000 | 0.99% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,587,517 | $184,549,000 | 0.96% |
| ROYCE & ASSOCIATES LP | 515,691 | $59,949,000 | 0.82% |
| BAMCO INC /NY/ | 1,364,284 | $158,598,000 | 0.78% |