MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 386 filers reported holding MORNINGSTAR INC in Q1 2024. The put-call ratio across all filers is 0.92 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $223,124 | +3.0% | 754 | +7.3% | 0.01% | -14.3% |
| Q1 2024 | $216,626 | +5.7% | 703 | -6.3% | 0.01% | -41.7% |
| Q1 2022 | $205,000 | -19.9% | 750 | 0.0% | 0.01% | -25.0% |
| Q4 2021 | $256,000 | +20.2% | 750 | -20.8% | 0.02% | -20.0% |
| Q1 2021 | $213,000 | -72.4% | 947 | -71.6% | 0.02% | -75.0% |
| Q4 2020 | $771,000 | +31.6% | 3,332 | -8.8% | 0.08% | +11.1% |
| Q3 2020 | $586,000 | +0.5% | 3,652 | -11.7% | 0.07% | -24.2% |
| Q2 2020 | $583,000 | -22.1% | 4,135 | -35.7% | 0.10% | -52.0% |
| Q1 2020 | $748,000 | +56.5% | 6,433 | +103.6% | 0.20% | +86.8% |
| Q4 2019 | $478,000 | – | 3,159 | – | 0.11% | – |
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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% |