MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 178 filers reported holding MORNINGSTAR INC in Q1 2016. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $16,182,995 | +3.7% | 54,700 | +8.1% | 0.01% | 0.0% |
Q1 2024 | $15,603,522 | +7.9% | 50,600 | +0.2% | 0.01% | 0.0% |
Q4 2023 | $14,455,120 | +9.8% | 50,500 | -10.1% | 0.01% | +10.0% |
Q3 2023 | $13,164,288 | +20.8% | 56,200 | +1.1% | 0.01% | +42.9% |
Q2 2023 | $10,901,492 | -2.4% | 55,600 | +1.1% | 0.01% | -12.5% |
Q1 2023 | $11,166,650 | -16.2% | 55,000 | -10.6% | 0.01% | -20.0% |
Q4 2022 | $13,320,285 | +3.2% | 61,500 | +1.2% | 0.01% | +11.1% |
Q3 2022 | $12,909,000 | -12.1% | 60,800 | +0.2% | 0.01% | -10.0% |
Q2 2022 | $14,679,000 | -4.2% | 60,700 | +8.2% | 0.01% | +11.1% |
Q1 2022 | $15,325,000 | -14.0% | 56,100 | +7.7% | 0.01% | -18.2% |
Q4 2021 | $17,818,000 | +31.8% | 52,100 | -0.2% | 0.01% | +22.2% |
Q3 2021 | $13,521,000 | +0.9% | 52,200 | +0.2% | 0.01% | +12.5% |
Q2 2021 | $13,395,000 | +10.6% | 52,100 | -3.2% | 0.01% | 0.0% |
Q1 2021 | $12,107,000 | -1.9% | 53,800 | +0.9% | 0.01% | -11.1% |
Q4 2020 | $12,343,000 | +44.2% | 53,300 | 0.0% | 0.01% | +28.6% |
Q3 2020 | $8,561,000 | +15.5% | 53,300 | +1.3% | 0.01% | +16.7% |
Q2 2020 | $7,415,000 | +70.5% | 52,600 | +40.6% | 0.01% | +20.0% |
Q1 2020 | $4,348,000 | -21.9% | 37,400 | +1.6% | 0.01% | -16.7% |
Q4 2019 | $5,568,000 | +5.8% | 36,800 | +2.2% | 0.01% | 0.0% |
Q3 2019 | $5,261,000 | +1.9% | 36,000 | +0.8% | 0.01% | 0.0% |
Q2 2019 | $5,164,000 | +17.1% | 35,700 | +2.0% | 0.01% | +20.0% |
Q1 2019 | $4,410,000 | +18.4% | 35,000 | +3.2% | 0.01% | 0.0% |
Q4 2018 | $3,724,000 | -11.4% | 33,900 | +1.5% | 0.01% | 0.0% |
Q3 2018 | $4,205,000 | -1.8% | 33,400 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $4,284,000 | +34.3% | 33,400 | 0.0% | 0.01% | +25.0% |
Q1 2018 | $3,190,000 | +0.6% | 33,400 | +2.1% | 0.00% | +33.3% |
Q4 2017 | $3,171,000 | +14.1% | 32,700 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $2,779,000 | +8.5% | 32,700 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $2,562,000 | +3.1% | 32,700 | +3.5% | 0.00% | 0.0% |
Q1 2017 | $2,484,000 | +6.9% | 31,600 | 0.0% | 0.00% | -25.0% |
Q4 2016 | $2,324,000 | -7.2% | 31,600 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $2,505,000 | -6.6% | 31,600 | -3.7% | 0.00% | 0.0% |
Q2 2016 | $2,682,000 | -5.0% | 32,800 | -0.9% | 0.00% | -20.0% |
Q1 2016 | $2,823,000 | +29.6% | 33,100 | +22.1% | 0.01% | 0.0% |
Q4 2015 | $2,179,000 | +0.2% | 27,100 | 0.0% | 0.01% | -16.7% |
Q3 2015 | $2,175,000 | +15.9% | 27,100 | +14.8% | 0.01% | +20.0% |
Q2 2015 | $1,877,000 | +6.2% | 23,600 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $1,768,000 | +17.8% | 23,600 | +1.7% | 0.01% | -16.7% |
Q4 2014 | $1,501,000 | -2.6% | 23,200 | +2.2% | 0.01% | 0.0% |
Q3 2014 | $1,541,000 | -7.1% | 22,700 | -1.7% | 0.01% | 0.0% |
Q2 2014 | $1,659,000 | -18.0% | 23,100 | -9.8% | 0.01% | -25.0% |
Q1 2014 | $2,023,000 | +28.3% | 25,600 | +26.7% | 0.01% | +33.3% |
Q4 2013 | $1,577,000 | -1.5% | 20,200 | 0.0% | 0.01% | -14.3% |
Q3 2013 | $1,601,000 | +4.8% | 20,200 | +2.5% | 0.01% | 0.0% |
Q2 2013 | $1,528,000 | – | 19,700 | – | 0.01% | – |
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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% |