MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 175 filers reported holding MORNINGSTAR INC in Q2 2016. The put-call ratio across all filers is 0.13 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,909,000 | -40.6% | 7,895 | -32.9% | 0.02% | -5.3% |
| Q1 2022 | $3,215,000 | -23.8% | 11,770 | -4.6% | 0.02% | -13.6% |
| Q4 2021 | $4,220,000 | +45.1% | 12,341 | +9.9% | 0.02% | +10.0% |
| Q3 2021 | $2,909,000 | -14.6% | 11,230 | -15.2% | 0.02% | -4.8% |
| Q2 2021 | $3,406,000 | +38.9% | 13,246 | +21.5% | 0.02% | +23.5% |
| Q1 2021 | $2,453,000 | +18.2% | 10,901 | +21.6% | 0.02% | -15.0% |
| Q4 2020 | $2,076,000 | +73.0% | 8,967 | +20.0% | 0.02% | +33.3% |
| Q3 2020 | $1,200,000 | +91.4% | 7,471 | +67.8% | 0.02% | +66.7% |
| Q2 2020 | $627,000 | +29.5% | 4,451 | +39.1% | 0.01% | +28.6% |
| Q4 2019 | $484,000 | +12.6% | 3,200 | +8.8% | 0.01% | 0.0% |
| Q3 2019 | $430,000 | -4.7% | 2,942 | -5.7% | 0.01% | -12.5% |
| Q2 2019 | $451,000 | -2.0% | 3,119 | -14.6% | 0.01% | +14.3% |
| Q1 2019 | $460,000 | +32.9% | 3,651 | +15.8% | 0.01% | -12.5% |
| Q4 2018 | $346,000 | -35.7% | 3,153 | -26.2% | 0.01% | 0.0% |
| Q3 2018 | $538,000 | -11.9% | 4,274 | -10.2% | 0.01% | -11.1% |
| Q2 2018 | $611,000 | +32.3% | 4,762 | -1.5% | 0.01% | +28.6% |
| Q1 2018 | $462,000 | +15.2% | 4,835 | +17.0% | 0.01% | 0.0% |
| Q4 2017 | $401,000 | +49.1% | 4,134 | +30.7% | 0.01% | +16.7% |
| Q3 2017 | $269,000 | +22.3% | 3,162 | +12.5% | 0.01% | 0.0% |
| Q2 2017 | $220,000 | -13.7% | 2,811 | -13.3% | 0.01% | 0.0% |
| Q1 2017 | $255,000 | +14.3% | 3,241 | +28.6% | 0.01% | -50.0% |
| Q1 2016 | $223,000 | – | 2,521 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,300 | $6,623,000 | 5.57% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
| Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
| AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
| Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
| Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
| BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
| Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
| Force Capital Management LLC | 4,715 | $457,000 | 0.48% |