MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 232 filers reported holding MORNINGSTAR INC in Q2 2019. The put-call ratio across all filers is 0.16 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $170,705 | -4.1% | 577 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $177,929 | +3.3% | 577 | -4.2% | 0.01% | 0.0% |
| Q4 2023 | $172,316 | +20.2% | 602 | -1.6% | 0.01% | +8.3% |
| Q3 2023 | $143,355 | +19.5% | 612 | 0.0% | 0.01% | +20.0% |
| Q2 2023 | $119,995 | -3.4% | 612 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $124,254 | -6.3% | 612 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $132,553 | -12.2% | 612 | -14.0% | 0.01% | -20.0% |
| Q3 2022 | $151,000 | -12.2% | 712 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $172,000 | -11.3% | 712 | 0.0% | 0.02% | +6.7% |
| Q1 2022 | $194,000 | -24.5% | 712 | -5.3% | 0.02% | -16.7% |
| Q4 2021 | $257,000 | +65.8% | 752 | +26.0% | 0.02% | +38.5% |
| Q3 2021 | $155,000 | +1.3% | 597 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $153,000 | +29.7% | 597 | +13.7% | 0.01% | +9.1% |
| Q1 2021 | $118,000 | -3.3% | 525 | 0.0% | 0.01% | -15.4% |
| Q4 2020 | $122,000 | +134.6% | 525 | +61.5% | 0.01% | +116.7% |
| Q3 2020 | $52,000 | +13.0% | 325 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $46,000 | +21.1% | 325 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $38,000 | -22.4% | 325 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $49,000 | +4.3% | 325 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $47,000 | +14.6% | 325 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $41,000 | +13.9% | 325 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $36,000 | -12.2% | 325 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $41,000 | -2.4% | 325 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $42,000 | +35.5% | 325 | 0.0% | 0.01% | +25.0% |
| Q1 2018 | $31,000 | -3.1% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $32,000 | +88.2% | 325 | +62.5% | 0.00% | +100.0% |
| Q3 2017 | $17,000 | +6.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $16,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $16,000 | +6.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $15,000 | – | 200 | – | 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% |