MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 353 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $130,470 | -73.6% | 441 | -72.4% | 0.00% | -83.3% |
| Q1 2024 | $493,392 | -55.9% | 1,600 | -59.1% | 0.01% | -14.3% |
| Q4 2023 | $1,118,912 | +816.8% | 3,909 | +650.3% | 0.01% | +250.0% |
| Q3 2023 | $122,039 | +27.8% | 521 | +7.0% | 0.00% | +33.3% |
| Q2 2023 | $95,486 | +58842.0% | 487 | -34.6% | 0.00% | -57.1% |
| Q4 2022 | $162 | -99.9% | 745 | -31.9% | 0.01% | +75.0% |
| Q3 2022 | $232,000 | +1121.1% | 1,094 | +1284.8% | 0.00% | – |
| Q2 2022 | $19,000 | -95.3% | 79 | -94.7% | 0.00% | -100.0% |
| Q1 2022 | $408,000 | -13.9% | 1,492 | +7.6% | 0.00% | -50.0% |
| Q4 2021 | $474,000 | +2157.1% | 1,387 | +1571.1% | 0.01% | +700.0% |
| Q3 2021 | $21,000 | -44.7% | 83 | -43.2% | 0.00% | 0.0% |
| Q2 2021 | $38,000 | -93.9% | 146 | -94.7% | 0.00% | -90.0% |
| Q1 2021 | $619,000 | +355.1% | 2,750 | +366.9% | 0.01% | +150.0% |
| Q4 2020 | $136,000 | +123.0% | 589 | +55.4% | 0.00% | +300.0% |
| Q3 2020 | $61,000 | +258.8% | 379 | +205.6% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | -69.1% | 124 | -73.9% | 0.00% | -66.7% |
| Q1 2020 | $55,000 | – | 476 | +23700.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 2 | -99.5% | 0.00% | -100.0% |
| Q3 2019 | $55,000 | -33.7% | 380 | -33.9% | 0.00% | -33.3% |
| Q2 2019 | $83,000 | +186.2% | 575 | +117.0% | 0.01% | +200.0% |
| Q4 2018 | $29,000 | -80.8% | 265 | -77.9% | 0.00% | -81.8% |
| Q3 2018 | $151,000 | +7450.0% | 1,197 | +7880.0% | 0.01% | – |
| Q2 2018 | $2,000 | -97.1% | 15 | -97.9% | 0.00% | -100.0% |
| Q4 2017 | $69,000 | +1280.0% | 707 | +1185.5% | 0.01% | – |
| Q3 2017 | $5,000 | -37.5% | 55 | -46.6% | 0.00% | -100.0% |
| Q1 2017 | $8,000 | -60.0% | 103 | -59.6% | 0.00% | -50.0% |
| Q3 2016 | $20,000 | -35.5% | 255 | -34.6% | 0.00% | -60.0% |
| Q4 2015 | $31,000 | +40.9% | 390 | +42.9% | 0.01% | +150.0% |
| Q3 2015 | $22,000 | +175.0% | 273 | +184.4% | 0.00% | +100.0% |
| Q2 2015 | $8,000 | -86.0% | 96 | -87.5% | 0.00% | -85.7% |
| Q1 2015 | $57,000 | +5600.0% | 769 | +4423.5% | 0.01% | – |
| Q3 2014 | $1,000 | -97.1% | 17 | -96.5% | 0.00% | -100.0% |
| Q2 2014 | $35,000 | – | 487 | – | 0.00% | – |
| Q1 2014 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2013 | $64,000 | +433.3% | 816 | +451.4% | 0.01% | +1000.0% |
| Q3 2013 | $12,000 | – | 148 | – | 0.00% | – |
Download | ||||||
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% |