MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 335 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $95,987,053 | +11.9% | 324,445 | +8.2% | 0.01% | -6.7% |
Q4 2023 | $85,814,180 | +69.7% | 299,798 | +16.3% | 0.02% | +50.0% |
Q2 2023 | $50,555,277 | +1.0% | 257,843 | +4.5% | 0.01% | -9.1% |
Q1 2023 | $50,074,101 | -6.6% | 246,634 | -0.4% | 0.01% | -15.4% |
Q4 2022 | $53,622,486 | +5.9% | 247,576 | +3.8% | 0.01% | 0.0% |
Q3 2022 | $50,627,704 | -11.0% | 238,450 | +1.3% | 0.01% | -13.3% |
Q2 2022 | $56,905,017 | -4.1% | 235,310 | +8.3% | 0.02% | +15.4% |
Q1 2022 | $59,362,026 | -23.2% | 217,308 | -3.8% | 0.01% | -18.8% |
Q4 2021 | $77,278,000 | +30.9% | 225,967 | -0.8% | 0.02% | +23.1% |
Q3 2021 | $59,034,000 | +4.5% | 227,903 | +3.8% | 0.01% | +8.3% |
Q2 2021 | $56,473,000 | +25.7% | 219,647 | +10.0% | 0.01% | +20.0% |
Q1 2021 | $44,920,000 | -14.5% | 199,607 | -12.0% | 0.01% | -16.7% |
Q4 2020 | $52,555,000 | +37.2% | 226,952 | -4.8% | 0.01% | +20.0% |
Q3 2020 | $38,292,000 | +6.0% | 238,414 | -7.0% | 0.01% | 0.0% |
Q2 2020 | $36,138,000 | +17.0% | 256,349 | -3.5% | 0.01% | -9.1% |
Q1 2020 | $30,874,000 | -23.2% | 265,586 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $40,186,000 | +3.5% | 265,586 | 0.0% | 0.01% | -8.3% |
Q3 2019 | $38,813,000 | +1.0% | 265,586 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $38,414,000 | +5.9% | 265,586 | -7.7% | 0.01% | 0.0% |
Q1 2019 | $36,261,000 | +14.7% | 287,802 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $31,613,000 | -12.8% | 287,802 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $36,234,000 | -1.8% | 287,802 | 0.0% | 0.01% | -7.7% |
Q2 2018 | $36,910,000 | +34.3% | 287,802 | 0.0% | 0.01% | +30.0% |
Q1 2018 | $27,490,000 | -1.5% | 287,802 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $27,908,000 | +42.8% | 287,802 | +25.2% | 0.01% | +42.9% |
Q3 2017 | $19,540,000 | -16.5% | 229,911 | -23.1% | 0.01% | -22.2% |
Q2 2017 | $23,410,000 | +32.3% | 298,826 | +32.8% | 0.01% | +28.6% |
Q1 2017 | $17,692,000 | +20.5% | 225,088 | +12.8% | 0.01% | +16.7% |
Q4 2016 | $14,677,000 | -2.8% | 199,526 | 0.0% | 0.01% | -14.3% |
Q3 2016 | $15,106,000 | -7.4% | 199,526 | 0.0% | 0.01% | -12.5% |
Q2 2016 | $16,317,000 | -6.5% | 199,526 | +0.9% | 0.01% | -11.1% |
Q1 2016 | $17,453,000 | +9.8% | 197,722 | 0.0% | 0.01% | +12.5% |
Q4 2015 | $15,899,000 | +0.2% | 197,722 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $15,869,000 | +0.9% | 197,722 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $15,729,000 | +6.2% | 197,722 | 0.0% | 0.01% | +14.3% |
Q1 2015 | $14,811,000 | +4.5% | 197,722 | -9.8% | 0.01% | 0.0% |
Q4 2014 | $14,179,000 | -0.2% | 219,113 | +4.7% | 0.01% | -12.5% |
Q3 2014 | $14,212,000 | -52.7% | 209,313 | -50.0% | 0.01% | 0.0% |
Q2 2014 | $30,060,000 | +81.7% | 418,626 | +100.0% | 0.01% | -11.1% |
Q1 2014 | $16,540,000 | +1.2% | 209,313 | 0.0% | 0.01% | 0.0% |
Q4 2013 | $16,345,000 | -1.5% | 209,313 | 0.0% | 0.01% | -10.0% |
Q3 2013 | $16,590,000 | +2.2% | 209,313 | 0.0% | 0.01% | 0.0% |
Q2 2013 | $16,239,000 | +11.0% | 209,313 | 0.0% | 0.01% | +11.1% |
Q1 2013 | $14,635,000 | +20.5% | 209,313 | +7.9% | 0.01% | +12.5% |
Q3 2012 | $12,148,000 | +7.9% | 193,943 | 0.0% | 0.01% | -11.1% |
Q2 2012 | $11,262,000 | – | 193,943 | – | 0.01% | – |
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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% |