MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 170 filers reported holding MORNINGSTAR INC in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $48,811 | +4.8% | 165 | +9.3% | 0.00% | 0.0% |
| Q1 2024 | $46,561 | +7.7% | 151 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $43,219 | -23.4% | 151 | -37.3% | 0.00% | 0.0% |
| Q3 2023 | $56,449 | +19.5% | 241 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $47,250 | -3.4% | 241 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $48,928 | +60.2% | 241 | +70.9% | 0.00% | 0.0% |
| Q4 2022 | $30,539 | +79.6% | 141 | +76.2% | 0.00% | – |
| Q3 2022 | $17,000 | -10.5% | 80 | 0.0% | 0.00% | – |
| Q2 2022 | $19,000 | -13.6% | 80 | 0.0% | 0.00% | – |
| Q1 2022 | $22,000 | +15.8% | 80 | +42.9% | 0.00% | – |
| Q4 2021 | $19,000 | +26.7% | 56 | 0.0% | 0.00% | – |
| Q3 2021 | $15,000 | +7.1% | 56 | 0.0% | 0.00% | – |
| Q2 2021 | $14,000 | +7.7% | 56 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | +225.0% | 56 | +1.8% | 0.00% | – |
| Q1 2017 | $4,000 | -81.0% | 55 | -80.6% | 0.00% | -100.0% |
| Q1 2015 | $21,000 | – | 284 | – | 0.00% | – |
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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% |