MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 353 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,513,864 | -19.7% | 5,117 | -16.3% | 0.00% | -50.0% |
Q1 2024 | $1,885,374 | +120.0% | 6,114 | +104.2% | 0.00% | +100.0% |
Q4 2023 | $857,003 | +56.9% | 2,994 | +28.4% | 0.00% | 0.0% |
Q3 2023 | $546,248 | +33.6% | 2,332 | +11.8% | 0.00% | 0.0% |
Q2 2023 | $408,806 | +140.6% | 2,085 | +149.1% | 0.00% | – |
Q1 2023 | $169,936 | -87.3% | 837 | -86.4% | 0.00% | -100.0% |
Q4 2022 | $1,337,227 | -99.9% | 6,174 | -24.7% | 0.00% | -33.3% |
Q3 2022 | $1,740,387,000 | -32.6% | 8,197 | -23.2% | 0.00% | -25.0% |
Q2 2022 | $2,582,744,000 | -13.9% | 10,680 | -2.8% | 0.00% | 0.0% |
Q1 2022 | $3,000,499,000 | +55.3% | 10,984 | +94.4% | 0.00% | +33.3% |
Q4 2021 | $1,932,243,000 | -38.6% | 5,650 | -53.5% | 0.00% | -25.0% |
Q3 2021 | $3,144,624,000 | +116.8% | 12,140 | +115.2% | 0.00% | +100.0% |
Q2 2021 | $1,450,615,000 | +4.7% | 5,642 | -8.3% | 0.00% | 0.0% |
Q1 2021 | $1,385,121,000 | +85.8% | 6,155 | +91.1% | 0.00% | +100.0% |
Q4 2020 | $745,655,000 | +243.1% | 3,220 | +138.0% | 0.00% | – |
Q3 2020 | $217,305,000 | -25.2% | 1,353 | -34.3% | 0.00% | -100.0% |
Q2 2020 | $290,398,000 | -20.4% | 2,060 | -34.3% | 0.00% | 0.0% |
Q1 2020 | $364,676,000 | -87.6% | 3,137 | -83.9% | 0.00% | -80.0% |
Q4 2019 | $2,939,499,000 | +453.3% | 19,427 | +434.4% | 0.01% | +400.0% |
Q3 2019 | $531,219,000 | -81.7% | 3,635 | -81.9% | 0.00% | -83.3% |
Q2 2019 | $2,905,673,000 | -9.4% | 20,089 | -21.1% | 0.01% | -14.3% |
Q1 2019 | $3,208,209,000 | +42.2% | 25,464 | +24.0% | 0.01% | +40.0% |
Q4 2018 | $2,255,894,000 | +350.8% | 20,538 | +416.7% | 0.01% | +400.0% |
Q3 2018 | $500,452,000 | -3.7% | 3,975 | -1.9% | 0.00% | 0.0% |
Q2 2018 | $519,797,000 | +150.1% | 4,053 | +86.3% | 0.00% | – |
Q1 2018 | $207,852,000 | +294.0% | 2,176 | +300.0% | 0.00% | – |
Q4 2017 | $52,752,000 | -32.4% | 544 | -40.7% | 0.00% | – |
Q3 2017 | $78,021,000 | +14.5% | 918 | +5.5% | 0.00% | – |
Q2 2017 | $68,156,000 | +25.5% | 870 | +25.9% | 0.00% | – |
Q1 2017 | $54,313,000 | -59.0% | 691 | -61.6% | 0.00% | -100.0% |
Q4 2016 | $132,482,000 | -24.6% | 1,801 | -18.8% | 0.00% | 0.0% |
Q3 2016 | $175,821,000 | +19.1% | 2,218 | +22.9% | 0.00% | 0.0% |
Q2 2016 | $147,613,000 | -37.3% | 1,805 | -32.3% | 0.00% | 0.0% |
Q1 2016 | $235,504,000 | +224.7% | 2,668 | +195.8% | 0.00% | – |
Q4 2015 | $72,530,000 | +83.7% | 902 | +83.3% | 0.00% | – |
Q3 2015 | $39,488,000 | -65.6% | 492 | -65.9% | 0.00% | – |
Q2 2015 | $114,791,000 | +20.7% | 1,443 | +13.6% | 0.00% | – |
Q1 2015 | $95,136,000 | +59.3% | 1,270 | +37.6% | 0.00% | – |
Q4 2014 | $59,727,000 | +671.6% | 923 | +709.6% | 0.00% | – |
Q3 2014 | $7,741,000 | -94.7% | 114 | -94.3% | 0.00% | – |
Q1 2014 | $145,780,000 | -18.6% | 1,988 | -13.3% | 0.00% | – |
Q4 2013 | $179,060,000 | -29.3% | 2,293 | -29.8% | 0.00% | – |
Q2 2013 | $253,299,000 | – | 3,265 | – | 0.00% | – |
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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% |