MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 302 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,171 | -0.9% | 31 | +3.3% | 0.00% | – |
| Q1 2024 | $9,251 | -17.1% | 30 | -23.1% | 0.00% | -100.0% |
| Q4 2023 | $11,163 | +28.8% | 39 | +5.4% | 0.00% | – |
| Q3 2023 | $8,667 | -26.1% | 37 | -50.0% | 0.00% | – |
| Q2 2023 | $11,733 | +162.0% | 74 | +100.0% | 0.00% | – |
| Q1 2023 | $4,478 | +7241.0% | 37 | -89.5% | 0.00% | -100.0% |
| Q4 2022 | $61 | -99.9% | 351 | -3.0% | 0.00% | 0.0% |
| Q3 2022 | $62,000 | 0.0% | 362 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $62,000 | -7.5% | 364 | -10.1% | 0.00% | +100.0% |
| Q1 2022 | $67,000 | +415.4% | 405 | +994.6% | 0.00% | – |
| Q4 2021 | $13,000 | +30.0% | 37 | 0.0% | 0.00% | – |
| Q3 2021 | $10,000 | 0.0% | 37 | -2.6% | 0.00% | – |
| Q2 2021 | $10,000 | +25.0% | 38 | +2.7% | 0.00% | – |
| Q1 2021 | $8,000 | -33.3% | 37 | -24.5% | 0.00% | – |
| Q4 2020 | $12,000 | +50.0% | 49 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | +14.3% | 49 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $7,000 | +40.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -37.5% | 49 | -2.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | +14.3% | 50 | 0.0% | 0.00% | – |
| Q3 2019 | $7,000 | 0.0% | 50 | -7.4% | 0.00% | -100.0% |
| Q1 2019 | $7,000 | -41.7% | 54 | -52.2% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -52.0% | 113 | -42.3% | 0.00% | 0.0% |
| Q3 2018 | $25,000 | +92.3% | 196 | +86.7% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | 0.0% | 105 | -24.5% | 0.00% | 0.0% |
| Q1 2018 | $13,000 | 0.0% | 139 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $13,000 | +30.0% | 139 | +18.8% | 0.00% | – |
| Q3 2017 | $10,000 | +11.1% | 117 | 0.0% | 0.00% | – |
| Q2 2017 | $9,000 | 0.0% | 117 | 0.0% | 0.00% | – |
| Q1 2017 | $9,000 | 0.0% | 117 | -3.3% | 0.00% | – |
| Q4 2016 | $9,000 | -10.0% | 121 | -6.9% | 0.00% | -100.0% |
| Q3 2016 | $10,000 | -9.1% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $11,000 | +57.1% | 130 | +140.7% | 0.00% | 0.0% |
| Q1 2016 | $7,000 | -36.4% | 54 | -60.0% | 0.00% | 0.0% |
| Q4 2015 | $11,000 | – | 135 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ATLANTA CAPITAL MANAGEMENT CO L L C | 4,028,063 | $319,264,000 | 2.26% |
| TAMRO Capital Partners LLC | 560,850 | $44,453,000 | 1.84% |
| AMERICAN CAPITAL MANAGEMENT INC | 146,785 | $11,634,000 | 1.56% |
| Conestoga Capital Advisors, LLC | 208,903 | $16,558,000 | 1.42% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,223,127 | $96,945,000 | 1.13% |
| BAMCO INC /NY/ | 1,693,170 | $134,201,000 | 0.62% |
| ROYCE & ASSOCIATES LP | 1,832,953 | $145,280,000 | 0.43% |
| YHB Investment Advisors, Inc. | 15,105 | $1,197,000 | 0.35% |
| SENTINEL ASSET MANAGEMENT, INC. | 183,430 | $14,539,000 | 0.30% |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 23,000 | $1,823,000 | 0.28% |