MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 243 filers reported holding MORNINGSTAR INC in Q3 2019. The put-call ratio across all filers is 0.64 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $264,000 | -54.9% | 2,277 | -41.1% | 0.00% | -100.0% |
| Q4 2019 | $586,000 | +67.4% | 3,869 | +61.7% | 0.00% | – |
| Q3 2019 | $350,000 | +4.8% | 2,392 | +3.6% | 0.00% | – |
| Q2 2019 | $334,000 | +18.4% | 2,308 | +3.2% | 0.00% | – |
| Q1 2019 | $282,000 | +34.3% | 2,236 | +17.1% | 0.00% | – |
| Q4 2018 | $210,000 | -71.5% | 1,909 | -79.5% | 0.00% | -100.0% |
| Q3 2016 | $737,000 | -72.3% | 9,292 | -71.4% | 0.00% | -66.7% |
| Q2 2016 | $2,657,000 | -1.3% | 32,488 | +6.5% | 0.00% | 0.0% |
| Q1 2016 | $2,692,000 | -3.9% | 30,504 | -12.4% | 0.00% | 0.0% |
| Q4 2015 | $2,801,000 | +446.0% | 34,809 | +444.7% | 0.00% | +200.0% |
| Q3 2015 | $513,000 | -26.3% | 6,390 | -26.9% | 0.00% | 0.0% |
| Q2 2015 | $696,000 | +2.7% | 8,745 | -3.4% | 0.00% | 0.0% |
| Q1 2015 | $678,000 | +3.8% | 9,055 | -10.2% | 0.00% | 0.0% |
| Q4 2014 | $653,000 | -40.7% | 10,085 | -37.8% | 0.00% | 0.0% |
| Q3 2014 | $1,102,000 | -10.9% | 16,225 | -5.8% | 0.00% | -50.0% |
| Q2 2014 | $1,237,000 | -15.9% | 17,230 | -7.5% | 0.00% | 0.0% |
| Q1 2014 | $1,471,000 | -33.5% | 18,620 | -34.3% | 0.00% | -33.3% |
| Q4 2013 | $2,213,000 | +40.3% | 28,340 | +42.4% | 0.00% | +50.0% |
| Q3 2013 | $1,577,000 | +2.1% | 19,900 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $1,544,000 | – | 19,900 | – | 0.00% | – |
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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% |