MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 147 filers reported holding MORNINGSTAR INC in Q2 2017. The put-call ratio across all filers is 2.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $250,000 | -99.1% | 916 | -99.3% | 0.00% | -99.4% |
| Q4 2020 | $28,915,000 | +10.8% | 124,865 | -23.2% | 0.31% | -5.2% |
| Q3 2020 | $26,098,000 | +19.2% | 162,493 | +4.6% | 0.32% | +9.8% |
| Q2 2020 | $21,892,000 | +32.0% | 155,296 | +8.8% | 0.30% | +12.1% |
| Q1 2020 | $16,586,000 | -20.9% | 142,672 | +2.9% | 0.26% | +8.2% |
| Q4 2019 | $20,972,000 | +5.7% | 138,597 | +2.1% | 0.24% | -2.0% |
| Q3 2019 | $19,845,000 | +1.5% | 135,799 | +0.5% | 0.25% | -2.0% |
| Q2 2019 | $19,546,000 | +13.4% | 135,137 | -1.2% | 0.25% | +8.1% |
| Q1 2019 | $17,238,000 | +15.4% | 136,820 | +0.6% | 0.24% | -1.3% |
| Q4 2018 | $14,933,000 | -28.6% | 135,946 | -18.2% | 0.24% | -17.4% |
| Q3 2018 | $20,923,000 | -24.7% | 166,187 | -23.3% | 0.29% | -29.2% |
| Q2 2018 | $27,770,000 | +31.0% | 216,532 | -2.4% | 0.41% | +26.4% |
| Q1 2018 | $21,195,000 | -7.4% | 221,887 | -6.0% | 0.32% | -4.2% |
| Q4 2017 | $22,889,000 | +13.2% | 236,040 | -0.8% | 0.34% | +6.7% |
| Q3 2017 | $20,218,000 | +8.9% | 237,879 | +0.4% | 0.32% | +5.7% |
| Q2 2017 | $18,560,000 | +30.1% | 236,912 | +30.5% | 0.30% | +34.2% |
| Q1 2017 | $14,271,000 | -51.2% | 181,565 | -54.3% | 0.22% | -4.3% |
| Q4 2016 | $29,256,000 | – | 397,724 | – | 0.23% | – |
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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% |