MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 177 filers reported holding MORNINGSTAR INC in Q1 2018. The put-call ratio across all filers is 1.22 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $236,000 | +0.9% | 1,560 | -2.5% | 0.03% | -5.9% |
| Q3 2019 | $234,000 | +1.3% | 1,600 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $231,000 | -8.3% | 1,600 | -20.0% | 0.03% | -8.1% |
| Q1 2019 | $252,000 | +12.0% | 1,999 | -2.5% | 0.04% | -2.6% |
| Q4 2018 | $225,000 | -12.8% | 2,050 | 0.0% | 0.04% | +2.7% |
| Q3 2018 | $258,000 | -20.4% | 2,050 | -19.0% | 0.04% | -24.5% |
| Q2 2018 | $324,000 | +40.3% | 2,530 | +4.7% | 0.05% | +36.1% |
| Q1 2018 | $231,000 | +5.5% | 2,416 | +6.9% | 0.04% | +5.9% |
| Q4 2017 | $219,000 | 0.0% | 2,260 | -8.9% | 0.03% | -33.3% |
| Q1 2016 | $219,000 | – | 2,480 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 67,734 | $8,534,000 | 2.76% |
| Copeland Capital Management, LLC | 185,266 | $23,342,000 | 1.48% |
| Chicago Capital, LLC | 150,796 | $18,999,000 | 1.29% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,745,915 | $219,969,000 | 1.26% |
| AMERICAN CAPITAL MANAGEMENT INC | 212,805 | $26,811,000 | 1.24% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
| Force Capital Management LLC | 3,884 | $489,000 | 1.14% |
| FCF Advisors LLC | 11,624 | $1,465,000 | 1.13% |
| BAMCO INC /NY/ | 1,457,280 | $183,603,000 | 0.78% |
| ROYCE & ASSOCIATES LP | 540,320 | $68,075,000 | 0.58% |