MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $312,000 | -19.4% | 2,842 | -7.6% | 0.01% | +11.1% |
| Q3 2018 | $387,000 | -4.4% | 3,076 | -2.6% | 0.01% | -10.0% |
| Q2 2018 | $405,000 | +1.5% | 3,159 | -24.3% | 0.01% | -16.7% |
| Q1 2018 | $399,000 | -0.7% | 4,173 | +0.6% | 0.01% | 0.0% |
| Q4 2017 | $402,000 | +0.2% | 4,150 | -12.1% | 0.01% | 0.0% |
| Q3 2017 | $401,000 | +0.2% | 4,722 | -7.6% | 0.01% | -7.7% |
| Q2 2017 | $400,000 | -1.5% | 5,111 | -1.2% | 0.01% | 0.0% |
| Q1 2017 | $406,000 | -2.4% | 5,171 | -8.7% | 0.01% | 0.0% |
| Q4 2016 | $416,000 | +1.7% | 5,661 | +9.8% | 0.01% | +18.2% |
| Q3 2016 | $409,000 | -6.4% | 5,154 | -3.5% | 0.01% | 0.0% |
| Q2 2016 | $437,000 | -17.4% | 5,343 | -10.8% | 0.01% | -15.4% |
| Q1 2016 | $529,000 | -10.5% | 5,988 | -18.5% | 0.01% | 0.0% |
| Q4 2015 | $591,000 | -14.7% | 7,351 | -14.9% | 0.01% | 0.0% |
| Q3 2015 | $693,000 | -25.5% | 8,636 | -26.2% | 0.01% | 0.0% |
| Q2 2015 | $930,000 | +9.7% | 11,695 | +3.3% | 0.01% | +8.3% |
| Q1 2015 | $848,000 | +1.0% | 11,316 | -12.9% | 0.01% | +9.1% |
| Q4 2014 | $840,000 | +1.7% | 12,985 | +6.7% | 0.01% | 0.0% |
| Q3 2014 | $826,000 | +5.5% | 12,164 | +11.5% | 0.01% | +10.0% |
| Q2 2014 | $783,000 | +1.2% | 10,905 | +11.3% | 0.01% | 0.0% |
| Q1 2014 | $774,000 | +48.8% | 9,801 | +47.3% | 0.01% | +42.9% |
| Q4 2013 | $520,000 | +52.9% | 6,654 | +55.1% | 0.01% | +40.0% |
| Q3 2013 | $340,000 | – | 4,289 | – | 0.01% | – |
Download | ||||||
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% |
| Force Capital Management LLC | 3,884 | $489,000 | 1.14% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 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% |