Disciplined Investments, LLC - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 326 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q2 2023$1,176
-17.2%
6
-14.3%
0.00%0.0%
Q1 2023$1,421
+9.3%
7
+16.7%
0.00%0.0%
Q4 2022$1,300
-35.0%
6
-33.3%
0.00%0.0%
Q3 2022$2,000
+100.0%
9
+80.0%
0.00%
Q2 2022$1,000
-75.0%
5
-64.3%
0.00%
-100.0%
Q1 2022$4,000140.00%
Other shareholders
MORNINGSTAR INC shareholders Q3 2023
NameSharesValueWeighting ↓
ATLANTA CAPITAL MANAGEMENT CO L L C 4,028,063$319,264,0002.26%
TAMRO Capital Partners LLC 560,850$44,453,0001.84%
AMERICAN CAPITAL MANAGEMENT INC 146,785$11,634,0001.56%
Conestoga Capital Advisors, LLC 208,903$16,558,0001.42%
KORNITZER CAPITAL MANAGEMENT INC /KS 1,223,127$96,945,0001.13%
BAMCO INC /NY/ 1,693,170$134,201,0000.62%
ROYCE & ASSOCIATES LP 1,832,953$145,280,0000.43%
YHB Investment Advisors, Inc. 15,105$1,197,0000.35%
SENTINEL ASSET MANAGEMENT, INC. 183,430$14,539,0000.30%
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 23,000$1,823,0000.28%
View complete list of MORNINGSTAR INC shareholders