MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 149 filers reported holding MORNINGSTAR INC in Q1 2014. The put-call ratio across all filers is 0.85 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $9,034,000 | -30.3% | 112,355 | -30.4% | 0.73% | -29.7% |
| Q3 2015 | $12,957,000 | -2.0% | 161,441 | -2.9% | 1.04% | +13.2% |
| Q2 2015 | $13,220,000 | +3.5% | 166,191 | -2.5% | 0.92% | +5.0% |
| Q1 2015 | $12,769,000 | +8.6% | 170,460 | -6.1% | 0.87% | +6.8% |
| Q4 2014 | $11,753,000 | -9.1% | 181,626 | -4.6% | 0.82% | -13.3% |
| Q3 2014 | $12,923,000 | -7.2% | 190,327 | -1.9% | 0.94% | +1.0% |
| Q2 2014 | $13,932,000 | -24.2% | 194,012 | -16.6% | 0.94% | -19.6% |
| Q1 2014 | $18,389,000 | +7.0% | 232,716 | +5.8% | 1.16% | +0.7% |
| Q4 2013 | $17,184,000 | +3.8% | 220,058 | +5.3% | 1.16% | -18.6% |
| Q3 2013 | $16,558,000 | +0.5% | 208,903 | -1.7% | 1.42% | -16.6% |
| Q2 2013 | $16,481,000 | +10.3% | 212,438 | -0.6% | 1.70% | +7.3% |
| Q1 2013 | $14,946,000 | – | 213,763 | – | 1.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 67,734 | $8,534,000 | 2.76% |
| Copeland Capital Management, LLC | 185,266 | $23,342,000 | 1.48% |
| Chicago Capital, LLC | 150,796 | $18,999,000 | 1.29% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,745,915 | $219,969,000 | 1.26% |
| AMERICAN CAPITAL MANAGEMENT INC | 212,805 | $26,811,000 | 1.24% |
| Force Capital Management LLC | 3,884 | $489,000 | 1.14% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
| FCF Advisors LLC | 11,624 | $1,465,000 | 1.13% |
| BAMCO INC /NY/ | 1,457,280 | $183,603,000 | 0.78% |
| ROYCE & ASSOCIATES LP | 540,320 | $68,075,000 | 0.58% |