MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $65,152,885 | +93326.6% | 332,294 | -3.3% | 0.03% | -20.0% |
| Q1 2023 | $69,737 | -22.8% | 343,481 | -17.7% | 0.04% | -20.0% |
| Q4 2022 | $90,356 | -99.9% | 417,175 | +1.2% | 0.05% | -3.8% |
| Q3 2022 | $87,547,000 | +36530.5% | 412,335 | +47077.9% | 0.05% | – |
| Q1 2022 | $239,000 | -99.4% | 874 | -99.3% | 0.00% | -100.0% |
| Q4 2021 | $43,069,000 | -24.1% | 125,935 | -42.5% | 0.02% | -35.3% |
| Q3 2021 | $56,741,000 | +15.8% | 219,052 | +15.0% | 0.03% | +13.3% |
| Q2 2021 | $48,984,000 | +73.7% | 190,517 | +52.0% | 0.03% | +50.0% |
| Q1 2021 | $28,207,000 | -40.6% | 125,340 | -38.8% | 0.02% | -41.2% |
| Q4 2020 | $47,459,000 | +41.6% | 204,945 | -1.8% | 0.03% | -17.1% |
| Q3 2020 | $33,509,000 | +206.5% | 208,636 | +169.0% | 0.04% | +173.3% |
| Q2 2020 | $10,934,000 | +1.5% | 77,563 | -16.3% | 0.02% | -37.5% |
| Q1 2020 | $10,771,000 | -21.0% | 92,655 | +2.9% | 0.02% | +41.2% |
| Q4 2019 | $13,629,000 | +482.4% | 90,071 | +462.5% | 0.02% | +325.0% |
| Q3 2019 | $2,340,000 | -55.9% | 16,013 | -56.3% | 0.00% | -50.0% |
| Q2 2019 | $5,305,000 | -59.4% | 36,677 | -64.7% | 0.01% | -60.0% |
| Q1 2019 | $13,082,000 | +17.5% | 103,837 | +2.4% | 0.02% | +17.6% |
| Q4 2018 | $11,138,000 | +95.1% | 101,398 | +123.6% | 0.02% | +142.9% |
| Q3 2018 | $5,709,000 | -40.5% | 45,346 | -39.4% | 0.01% | -46.2% |
| Q2 2018 | $9,595,000 | -22.6% | 74,817 | -42.4% | 0.01% | -23.5% |
| Q1 2018 | $12,401,000 | -23.6% | 129,829 | -22.5% | 0.02% | -22.7% |
| Q4 2017 | $16,238,000 | +109.1% | 167,453 | +83.3% | 0.02% | +83.3% |
| Q3 2017 | $7,765,000 | +59.8% | 91,362 | +47.3% | 0.01% | +33.3% |
| Q2 2017 | $4,859,000 | +40.2% | 62,021 | +40.6% | 0.01% | +50.0% |
| Q1 2017 | $3,466,000 | +53.3% | 44,096 | +43.5% | 0.01% | +20.0% |
| Q4 2016 | $2,261,000 | -53.8% | 30,735 | -50.3% | 0.01% | -37.5% |
| Q3 2016 | $4,899,000 | +493.1% | 61,796 | +512.1% | 0.01% | +300.0% |
| Q2 2016 | $826,000 | +175.3% | 10,095 | +196.9% | 0.00% | +100.0% |
| Q1 2016 | $300,000 | -88.1% | 3,400 | -89.2% | 0.00% | -80.0% |
| Q4 2015 | $2,521,000 | +50.6% | 31,353 | +50.3% | 0.01% | +66.7% |
| Q3 2015 | $1,674,000 | +68.1% | 20,855 | +66.5% | 0.00% | +50.0% |
| Q2 2015 | $996,000 | -72.0% | 12,523 | -73.7% | 0.00% | -71.4% |
| Q1 2015 | $3,562,000 | +67.2% | 47,544 | +44.4% | 0.01% | +40.0% |
| Q4 2014 | $2,131,000 | -2.3% | 32,929 | +2.5% | 0.01% | -16.7% |
| Q3 2014 | $2,181,000 | -40.7% | 32,117 | -37.3% | 0.01% | -40.0% |
| Q2 2014 | $3,677,000 | +276.4% | 51,209 | +314.3% | 0.01% | +233.3% |
| Q1 2014 | $977,000 | -77.6% | 12,359 | -77.9% | 0.00% | -78.6% |
| Q4 2013 | $4,359,000 | +1622.9% | 55,817 | +1650.8% | 0.01% | +1300.0% |
| Q3 2013 | $253,000 | – | 3,188 | – | 0.00% | – |
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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% |