MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 239 filers reported holding MORNINGSTAR INC in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $37,000 | -11.9% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $42,000 | -12.5% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $48,000 | +11.6% | 175 | +40.0% | 0.00% | +100.0% |
| Q4 2021 | $43,000 | -55.7% | 125 | -66.7% | 0.00% | -75.0% |
| Q3 2021 | $97,000 | +1.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $96,000 | -9.4% | 375 | -20.2% | 0.00% | -20.0% |
| Q1 2021 | $106,000 | -5.4% | 470 | -3.1% | 0.01% | 0.0% |
| Q4 2020 | $112,000 | +43.6% | 485 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $78,000 | +14.7% | 485 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $68,000 | +21.4% | 485 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $56,000 | -23.3% | 485 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $73,000 | -6.4% | 485 | -9.3% | 0.00% | -20.0% |
| Q3 2019 | $78,000 | +1.3% | 535 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $77,000 | +6.9% | 535 | -7.0% | 0.01% | +25.0% |
| Q1 2019 | $72,000 | +14.3% | 575 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $63,000 | -12.5% | 575 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $72,000 | -57.6% | 575 | -56.6% | 0.00% | -63.6% |
| Q2 2018 | $170,000 | +58.9% | 1,325 | +17.8% | 0.01% | +57.1% |
| Q1 2018 | $107,000 | -1.8% | 1,125 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $109,000 | +13.5% | 1,125 | 0.0% | 0.01% | +16.7% |
| Q3 2017 | $96,000 | – | 1,125 | – | 0.01% | – |
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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% |