MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 269 filers reported holding MORNINGSTAR INC in Q3 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,493 | -1.7% | 45,609 | +2.5% | 0.05% | -1.9% |
| Q1 2024 | $13,723 | +9.3% | 44,502 | +1.5% | 0.05% | -16.9% |
| Q4 2023 | $12,553 | +14.6% | 43,855 | -6.2% | 0.06% | +6.6% |
| Q3 2023 | $10,955 | +21.8% | 46,767 | +2.0% | 0.06% | +35.6% |
| Q2 2023 | $8,992 | -6.6% | 45,862 | -3.3% | 0.04% | -6.2% |
| Q1 2023 | $9,624 | +2.7% | 47,403 | +9.5% | 0.05% | +2.1% |
| Q4 2022 | $9,374 | -79.2% | 43,281 | +20219.7% | 0.05% | – |
| Q3 2022 | $45,000 | -13.5% | 213 | -1.8% | 0.00% | – |
| Q2 2022 | $52,000 | -42.9% | 217 | -35.0% | 0.00% | – |
| Q1 2022 | $91,000 | -30.0% | 334 | -12.1% | 0.00% | – |
| Q4 2021 | $130,000 | 0.0% | 380 | -24.0% | 0.00% | – |
| Q3 2021 | $130,000 | +1.6% | 500 | +0.4% | 0.00% | – |
| Q2 2021 | $128,000 | +85.5% | 498 | +63.3% | 0.00% | – |
| Q1 2021 | $69,000 | -99.5% | 305 | -99.5% | 0.00% | -100.0% |
| Q4 2020 | $14,827,000 | -21.0% | 64,026 | -45.2% | 0.06% | -30.1% |
| Q3 2020 | $18,763,000 | +29.2% | 116,823 | +13.4% | 0.09% | +20.8% |
| Q2 2020 | $14,526,000 | – | 103,046 | – | 0.08% | – |
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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% |