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 | $1,307,657 | -4.3% | 4,420 | -0.2% | 0.02% | 0.0% |
| Q1 2024 | $1,366,387 | +7.7% | 4,431 | 0.0% | 0.02% | 0.0% |
| Q4 2023 | $1,268,329 | +22.2% | 4,431 | 0.0% | 0.02% | +6.7% |
| Q3 2023 | $1,037,917 | +22.2% | 4,431 | +2.3% | 0.02% | +25.0% |
| Q2 2023 | $849,179 | -5.6% | 4,331 | -2.3% | 0.01% | -7.7% |
| Q1 2023 | $899,626 | -5.3% | 4,431 | +1.0% | 0.01% | -13.3% |
| Q4 2022 | $949,747 | +2.0% | 4,385 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $931,000 | -12.2% | 4,385 | 0.0% | 0.02% | -5.9% |
| Q2 2022 | $1,060,000 | -7.3% | 4,385 | +4.8% | 0.02% | +13.3% |
| Q1 2022 | $1,143,000 | -20.1% | 4,185 | 0.0% | 0.02% | -16.7% |
| Q4 2021 | $1,431,000 | +32.0% | 4,185 | 0.0% | 0.02% | +20.0% |
| Q3 2021 | $1,084,000 | -6.1% | 4,185 | -6.7% | 0.02% | 0.0% |
| Q2 2021 | $1,154,000 | +25.4% | 4,485 | +9.8% | 0.02% | +15.4% |
| Q1 2021 | $920,000 | -7.4% | 4,085 | -4.7% | 0.01% | -7.1% |
| Q4 2020 | $993,000 | +51.1% | 4,285 | +4.9% | 0.01% | +27.3% |
| Q3 2020 | $657,000 | +14.1% | 4,085 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $576,000 | +34.6% | 4,085 | +10.9% | 0.01% | +22.2% |
| Q1 2020 | $428,000 | -23.3% | 3,685 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $558,000 | +3.5% | 3,685 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $539,000 | +1.1% | 3,685 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $533,000 | +22.2% | 3,685 | +6.5% | 0.01% | +11.1% |
| Q1 2019 | $436,000 | +17.2% | 3,459 | +2.0% | 0.01% | +12.5% |
| Q4 2018 | $372,000 | -12.9% | 3,390 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $427,000 | -1.8% | 3,390 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $435,000 | +30.6% | 3,390 | -2.9% | 0.01% | +28.6% |
| Q1 2018 | $333,000 | -1.8% | 3,490 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $339,000 | +14.1% | 3,490 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $297,000 | +8.4% | 3,490 | 0.0% | 0.01% | +16.7% |
| Q2 2017 | $274,000 | +5.8% | 3,490 | +6.1% | 0.01% | 0.0% |
| Q1 2017 | $259,000 | +7.0% | 3,290 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $242,000 | -6.9% | 3,290 | 0.0% | 0.01% | -14.3% |
| Q3 2016 | $260,000 | -3.3% | 3,290 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $269,000 | -10.0% | 3,290 | -2.9% | 0.01% | -12.5% |
| Q1 2016 | $299,000 | +9.9% | 3,390 | 0.0% | 0.01% | +14.3% |
| Q4 2015 | $272,000 | 0.0% | 3,390 | 0.0% | 0.01% | -12.5% |
| Q3 2015 | $272,000 | +0.7% | 3,390 | 0.0% | 0.01% | +14.3% |
| Q2 2015 | $270,000 | +6.3% | 3,390 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $254,000 | +19.2% | 3,390 | +3.0% | 0.01% | +16.7% |
| Q4 2014 | $213,000 | -4.9% | 3,290 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $224,000 | -5.1% | 3,290 | 0.0% | 0.01% | -14.3% |
| Q2 2014 | $236,000 | -21.1% | 3,290 | -13.2% | 0.01% | -22.2% |
| Q1 2014 | $299,000 | +3.8% | 3,790 | +2.7% | 0.01% | 0.0% |
| Q4 2013 | $288,000 | -1.7% | 3,690 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $293,000 | -0.3% | 3,690 | -2.6% | 0.01% | -10.0% |
| Q2 2013 | $294,000 | – | 3,790 | – | 0.01% | – |
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% |