MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 236 filers reported holding MORNINGSTAR INC in Q1 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,274,616 | +16.7% | 22,518 | -2.3% | 0.02% | +14.3% |
| Q2 2023 | $4,520,590 | -23.1% | 23,056 | -20.4% | 0.01% | -33.3% |
| Q1 2023 | $5,877,312 | -14.7% | 28,948 | -9.0% | 0.02% | -16.0% |
| Q4 2022 | $6,886,912 | -3.2% | 31,797 | -5.1% | 0.02% | -24.2% |
| Q3 2022 | $7,114,000 | -36.5% | 33,508 | -27.6% | 0.03% | -29.8% |
| Q2 2022 | $11,195,000 | +4.2% | 46,291 | +17.7% | 0.05% | +27.0% |
| Q1 2022 | $10,743,000 | -0.2% | 39,325 | +25.0% | 0.04% | +5.7% |
| Q4 2021 | $10,761,000 | +6.9% | 31,464 | -19.0% | 0.04% | 0.0% |
| Q3 2021 | $10,064,000 | -10.9% | 38,855 | -11.6% | 0.04% | -12.5% |
| Q2 2021 | $11,300,000 | +5.2% | 43,950 | -7.9% | 0.04% | -14.9% |
| Q1 2021 | $10,745,000 | -21.0% | 47,743 | -18.7% | 0.05% | -21.7% |
| Q4 2020 | $13,596,000 | +109.9% | 58,715 | +45.6% | 0.06% | +140.0% |
| Q3 2020 | $6,476,000 | +98.1% | 40,322 | +73.9% | 0.02% | +56.2% |
| Q2 2020 | $3,269,000 | +1279.3% | 23,186 | +1034.3% | 0.02% | +700.0% |
| Q1 2020 | $237,000 | -58.6% | 2,044 | -46.0% | 0.00% | 0.0% |
| Q4 2019 | $572,000 | -41.5% | 3,784 | -43.4% | 0.00% | -50.0% |
| Q3 2019 | $977,000 | -66.4% | 6,684 | -66.7% | 0.00% | -63.6% |
| Q2 2019 | $2,906,000 | +23.9% | 20,088 | +7.9% | 0.01% | +22.2% |
| Q1 2019 | $2,345,000 | +43.2% | 18,615 | +24.9% | 0.01% | +28.6% |
| Q4 2018 | $1,637,000 | +94.9% | 14,899 | +123.2% | 0.01% | +133.3% |
| Q3 2018 | $840,000 | – | 6,674 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 67,734 | $8,534,000 | 2.76% |
| Copeland Capital Management, LLC | 185,266 | $23,342,000 | 1.48% |
| Chicago Capital, LLC | 150,796 | $18,999,000 | 1.29% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,745,915 | $219,969,000 | 1.26% |
| AMERICAN CAPITAL MANAGEMENT INC | 212,805 | $26,811,000 | 1.24% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
| Force Capital Management LLC | 3,884 | $489,000 | 1.14% |
| FCF Advisors LLC | 11,624 | $1,465,000 | 1.13% |
| BAMCO INC /NY/ | 1,457,280 | $183,603,000 | 0.78% |
| ROYCE & ASSOCIATES LP | 540,320 | $68,075,000 | 0.58% |