MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 149 filers reported holding MORNINGSTAR INC in Q1 2014. The put-call ratio across all filers is 0.85 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $878 | -99.9% | 4,480 | -16.4% | 0.11% | -24.0% |
| Q2 2022 | $1,296,000 | +34.7% | 5,360 | +52.3% | 0.15% | +29.2% |
| Q1 2022 | $962,000 | +84.6% | 3,520 | +52.0% | 0.11% | +91.5% |
| Q1 2021 | $521,000 | -19.1% | 2,316 | -49.3% | 0.06% | -39.2% |
| Q2 2020 | $644,000 | +130.0% | 4,566 | +138.2% | 0.10% | +98.0% |
| Q3 2019 | $280,000 | -45.2% | 1,917 | -58.8% | 0.05% | -44.3% |
| Q4 2018 | $511,000 | -46.1% | 4,657 | -38.2% | 0.09% | -33.3% |
| Q3 2018 | $948,000 | +96.3% | 7,532 | +100.0% | 0.13% | +80.8% |
| Q2 2018 | $483,000 | +25.8% | 3,766 | -23.0% | 0.07% | -18.9% |
| Q1 2017 | $384,000 | -23.7% | 4,888 | -23.0% | 0.09% | -33.3% |
| Q3 2016 | $503,000 | +95.7% | 6,349 | +101.7% | 0.14% | +92.9% |
| Q2 2016 | $257,000 | +0.8% | 3,147 | -2.4% | 0.07% | -76.0% |
| Q1 2014 | $255,000 | -29.4% | 3,224 | -30.3% | 0.29% | -51.1% |
| Q4 2013 | $361,000 | -33.4% | 4,625 | -46.3% | 0.60% | -34.3% |
| Q4 2012 | $542,000 | – | 8,619 | – | 0.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,300 | $6,623,000 | 5.57% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
| Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
| AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
| Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
| Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
| BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
| Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
| Force Capital Management LLC | 4,715 | $457,000 | 0.48% |