MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 136 filers reported holding MORNINGSTAR INC in Q3 2013. The put-call ratio across all filers is 0.98 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $18,201,000 | +38.1% | 78,596 | -4.2% | 0.05% | +20.0% |
Q3 2020 | $13,181,000 | +57.6% | 82,065 | +38.3% | 0.04% | +45.2% |
Q2 2020 | $8,364,000 | +82.5% | 59,333 | +50.5% | 0.03% | +55.0% |
Q1 2020 | $4,584,000 | +6.6% | 39,435 | +38.8% | 0.02% | +33.3% |
Q4 2019 | $4,300,000 | +2.5% | 28,418 | -1.0% | 0.02% | -11.8% |
Q3 2019 | $4,195,000 | +25.9% | 28,703 | +24.6% | 0.02% | +21.4% |
Q2 2019 | $3,332,000 | +15.9% | 23,035 | +0.9% | 0.01% | +16.7% |
Q1 2019 | $2,875,000 | +15.8% | 22,823 | +1.0% | 0.01% | -7.7% |
Q4 2018 | $2,483,000 | -50.0% | 22,604 | -42.6% | 0.01% | -40.9% |
Q3 2018 | $4,962,000 | +7.6% | 39,413 | +9.6% | 0.02% | 0.0% |
Q2 2018 | $4,612,000 | +50.6% | 35,962 | +12.1% | 0.02% | +46.7% |
Q1 2018 | $3,063,000 | +16.8% | 32,071 | +18.6% | 0.02% | +15.4% |
Q4 2017 | $2,623,000 | +46.5% | 27,052 | +28.4% | 0.01% | +30.0% |
Q3 2017 | $1,791,000 | +158.1% | 21,071 | +137.8% | 0.01% | +150.0% |
Q2 2017 | $694,000 | +1.5% | 8,861 | +1.8% | 0.00% | -20.0% |
Q1 2017 | $684,000 | +33.9% | 8,708 | +25.4% | 0.01% | +25.0% |
Q4 2016 | $511,000 | -28.0% | 6,945 | -22.5% | 0.00% | -20.0% |
Q3 2016 | $710,000 | +3.3% | 8,959 | +6.7% | 0.01% | 0.0% |
Q2 2016 | $687,000 | +7.7% | 8,395 | +16.1% | 0.01% | 0.0% |
Q1 2016 | $638,000 | -11.4% | 7,229 | -19.3% | 0.01% | -28.6% |
Q4 2015 | $720,000 | -4.1% | 8,957 | -4.2% | 0.01% | -12.5% |
Q3 2015 | $751,000 | +3.4% | 9,354 | +2.5% | 0.01% | +14.3% |
Q2 2015 | $726,000 | +9.5% | 9,128 | +3.1% | 0.01% | 0.0% |
Q1 2015 | $663,000 | +3.6% | 8,854 | -10.4% | 0.01% | -12.5% |
Q4 2014 | $640,000 | +88.8% | 9,884 | +97.8% | 0.01% | +60.0% |
Q3 2014 | $339,000 | -26.3% | 4,997 | -22.0% | 0.01% | -28.6% |
Q2 2014 | $460,000 | -30.5% | 6,403 | -23.6% | 0.01% | -22.2% |
Q1 2014 | $662,000 | +6.6% | 8,382 | +5.4% | 0.01% | -10.0% |
Q4 2013 | $621,000 | +64.7% | 7,950 | +67.1% | 0.01% | +42.9% |
Q3 2013 | $377,000 | +4.7% | 4,759 | +2.7% | 0.01% | -22.2% |
Q2 2013 | $360,000 | – | 4,636 | – | 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% |