MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 229 filers reported holding MORNINGSTAR INC in Q3 2018. The put-call ratio across all filers is 0.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $273,365 | -36.2% | 924 | -33.5% | 0.09% | -34.1% |
| Q1 2024 | $428,326 | -15.9% | 1,389 | -24.0% | 0.13% | -21.9% |
| Q4 2023 | $509,409 | -27.6% | 1,828 | -35.5% | 0.17% | -35.7% |
| Q3 2023 | $703,328 | -25.1% | 2,836 | -40.8% | 0.26% | -18.6% |
| Q2 2023 | $939,175 | -15.4% | 4,790 | -12.4% | 0.32% | -16.5% |
| Q1 2023 | $1,110,777 | +86140.5% | 5,471 | -8.0% | 0.39% | -14.0% |
| Q4 2022 | $1,288 | -99.9% | 5,948 | -4.6% | 0.45% | -12.1% |
| Q3 2022 | $1,324,000 | -17.1% | 6,237 | -5.5% | 0.51% | -14.5% |
| Q2 2022 | $1,597,000 | -14.0% | 6,602 | -2.9% | 0.60% | +3.5% |
| Q1 2022 | $1,858,000 | -16.9% | 6,802 | +4.0% | 0.58% | -12.0% |
| Q4 2021 | $2,237,000 | +34.3% | 6,541 | +1.7% | 0.66% | +29.0% |
| Q3 2021 | $1,666,000 | -0.1% | 6,432 | -0.8% | 0.51% | +1.4% |
| Q2 2021 | $1,668,000 | +11.9% | 6,487 | -2.1% | 0.50% | +1.6% |
| Q1 2021 | $1,490,000 | +4.1% | 6,625 | +7.1% | 0.50% | -10.0% |
| Q4 2020 | $1,432,000 | +27.0% | 6,186 | -11.9% | 0.55% | +16.8% |
| Q3 2020 | $1,128,000 | +22.7% | 7,024 | +7.7% | 0.47% | +18.0% |
| Q2 2020 | $919,000 | +62.1% | 6,521 | +33.5% | 0.40% | +28.7% |
| Q1 2020 | $567,000 | -17.8% | 4,885 | +7.1% | 0.31% | +5.8% |
| Q4 2019 | $690,000 | -2.7% | 4,562 | -6.0% | 0.29% | -5.5% |
| Q3 2019 | $709,000 | +41.0% | 4,855 | +39.5% | 0.31% | +21.6% |
| Q2 2019 | $503,000 | +41.3% | 3,480 | +23.0% | 0.26% | +39.3% |
| Q1 2019 | $356,000 | +27.6% | 2,830 | +11.2% | 0.18% | +8.3% |
| Q4 2018 | $279,000 | -23.4% | 2,545 | -12.1% | 0.17% | -8.2% |
| Q3 2018 | $364,000 | – | 2,895 | – | 0.18% | – |
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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% |