MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 177 filers reported holding MORNINGSTAR INC in Q1 2018. The put-call ratio across all filers is 1.22 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $84,000 | -55.6% | 527 | -60.8% | 0.00% | 0.0% |
| Q2 2020 | $189,000 | -40.0% | 1,343 | -35.6% | 0.00% | 0.0% |
| Q1 2020 | $315,000 | 0.0% | 2,085 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $315,000 | -3.7% | 2,085 | -7.0% | 0.00% | 0.0% |
| Q3 2019 | $327,000 | -16.4% | 2,243 | -17.1% | 0.00% | -50.0% |
| Q2 2019 | $391,000 | +6.8% | 2,707 | -6.9% | 0.00% | 0.0% |
| Q1 2019 | $366,000 | +14.7% | 2,907 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $319,000 | -22.2% | 2,907 | -10.9% | 0.00% | 0.0% |
| Q3 2018 | $410,000 | -26.4% | 3,264 | -24.8% | 0.00% | 0.0% |
| Q2 2018 | $557,000 | +32.6% | 4,341 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $420,000 | 0.0% | 4,341 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $420,000 | +14.1% | 4,341 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $368,000 | +15.7% | 4,341 | +6.8% | 0.00% | 0.0% |
| Q2 2017 | $318,000 | 0.0% | 4,066 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $318,000 | +6.7% | 4,066 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $298,000 | -5.1% | 4,066 | +2.5% | 0.00% | 0.0% |
| Q3 2016 | $314,000 | +0.3% | 3,966 | +3.3% | 0.00% | 0.0% |
| Q2 2016 | $313,000 | +7.2% | 3,841 | +15.4% | 0.00% | 0.0% |
| Q1 2016 | $292,000 | +1.4% | 3,328 | -7.6% | 0.00% | 0.0% |
| Q4 2015 | $288,000 | 0.0% | 3,603 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $288,000 | +0.7% | 3,603 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $286,000 | +6.3% | 3,603 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $269,000 | -0.4% | 3,603 | -13.9% | 0.00% | 0.0% |
| Q4 2014 | $270,000 | -5.9% | 4,185 | -1.4% | 0.00% | -33.3% |
| Q3 2014 | $287,000 | -5.0% | 4,243 | +0.8% | 0.00% | 0.0% |
| Q2 2014 | $302,000 | -2.9% | 4,210 | +6.7% | 0.00% | 0.0% |
| Q1 2014 | $311,000 | +1.3% | 3,947 | +0.1% | 0.00% | 0.0% |
| Q4 2013 | $307,000 | -4.1% | 3,944 | -2.5% | 0.00% | -25.0% |
| Q3 2013 | $320,000 | +2.2% | 4,044 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $313,000 | – | 4,044 | – | 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% |
| Force Capital Management LLC | 3,884 | $489,000 | 1.14% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 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% |