MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 239 filers reported holding MORNINGSTAR INC in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $710,918 | -63.6% | 3,035 | -68.4% | 0.00% | -66.7% |
| Q1 2023 | $1,952,743 | +92.2% | 9,618 | +105.1% | 0.01% | +50.0% |
| Q4 2022 | $1,015,807 | +10.5% | 4,690 | +39.5% | 0.01% | +500.0% |
| Q1 2022 | $919,000 | -48.4% | 3,363 | -35.5% | 0.00% | -75.0% |
| Q4 2021 | $1,782,000 | -54.1% | 5,210 | -65.2% | 0.00% | -55.6% |
| Q3 2021 | $3,882,000 | +63.7% | 14,986 | +62.6% | 0.01% | +80.0% |
| Q2 2021 | $2,371,000 | -40.8% | 9,218 | -48.2% | 0.01% | -50.0% |
| Q1 2021 | $4,006,000 | -26.1% | 17,800 | -23.9% | 0.01% | -16.7% |
| Q4 2020 | $5,418,000 | +169.8% | 23,400 | +87.2% | 0.01% | +140.0% |
| Q3 2020 | $2,008,000 | +53.2% | 12,500 | +34.4% | 0.01% | 0.0% |
| Q2 2020 | $1,311,000 | +8.4% | 9,300 | -10.6% | 0.01% | -28.6% |
| Q1 2020 | $1,209,000 | +80.2% | 10,400 | +134.4% | 0.01% | +133.3% |
| Q4 2019 | $671,000 | +165.2% | 4,437 | +92.9% | 0.00% | +50.0% |
| Q4 2018 | $253,000 | -84.7% | 2,300 | -82.4% | 0.00% | -71.4% |
| Q3 2018 | $1,650,000 | – | 13,100 | – | 0.01% | – |
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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% |