MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 135 filers reported holding MORNINGSTAR INC in Q3 2014. The put-call ratio across all filers is 1.12 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,289,610 | -33.3% | 4,359 | -30.5% | 0.02% | -41.4% |
| Q1 2024 | $1,934,097 | +132.1% | 6,272 | +115.5% | 0.03% | +93.3% |
| Q4 2023 | $833,245 | +230.7% | 2,911 | +215.0% | 0.02% | +87.5% |
| Q1 2022 | $252,000 | -10.3% | 924 | -15.5% | 0.01% | -33.3% |
| Q2 2021 | $281,000 | -24.3% | 1,093 | -33.6% | 0.01% | -29.4% |
| Q1 2021 | $371,000 | +83.7% | 1,647 | -34.6% | 0.02% | +750.0% |
| Q3 2015 | $202,000 | -95.1% | 2,518 | -96.0% | 0.00% | -93.9% |
| Q4 2014 | $4,099,000 | +64.9% | 63,337 | +73.0% | 0.03% | +32.0% |
| Q3 2014 | $2,486,000 | -10.1% | 36,614 | -4.9% | 0.02% | -28.6% |
| Q2 2014 | $2,764,000 | +110.8% | 38,484 | +131.9% | 0.04% | +75.0% |
| Q1 2014 | $1,311,000 | -43.1% | 16,596 | -43.7% | 0.02% | -63.6% |
| Q4 2013 | $2,303,000 | +772.3% | 29,494 | +786.5% | 0.06% | +511.1% |
| Q3 2013 | $264,000 | +15.3% | 3,327 | +12.7% | 0.01% | -10.0% |
| Q2 2013 | $229,000 | – | 2,951 | – | 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% |