MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 223 filers reported holding MORNINGSTAR INC in Q4 2018. The put-call ratio across all filers is 5.65 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $101,786,313 | +19.4% | 434,539 | -0.0% | 0.01% | +28.6% |
Q2 2023 | $85,241,151 | -48.9% | 434,749 | -47.0% | 0.01% | -12.5% |
Q1 2023 | $166,687,856 | +65.2% | 821,002 | +76.2% | 0.01% | -20.0% |
Q4 2022 | $100,920,327 | -20.7% | 465,951 | -22.2% | 0.01% | -23.1% |
Q3 2022 | $127,210,000 | -35.8% | 599,143 | -26.9% | 0.01% | -35.0% |
Q2 2022 | $198,159,000 | -12.7% | 819,418 | -1.3% | 0.02% | +11.1% |
Q1 2022 | $226,861,000 | -23.7% | 830,476 | -4.4% | 0.02% | -18.2% |
Q4 2021 | $297,235,000 | +24.2% | 869,129 | -5.9% | 0.02% | +15.8% |
Q3 2021 | $239,274,000 | +24.9% | 923,732 | +24.0% | 0.02% | +26.7% |
Q2 2021 | $191,561,000 | +10.6% | 745,053 | -3.2% | 0.02% | 0.0% |
Q1 2021 | $173,142,000 | -21.9% | 769,382 | -19.7% | 0.02% | -25.0% |
Q4 2020 | $221,829,000 | +18.1% | 957,934 | -18.1% | 0.02% | +5.3% |
Q3 2020 | $187,771,000 | -0.3% | 1,169,107 | -12.5% | 0.02% | -9.5% |
Q2 2020 | $188,372,000 | -6.0% | 1,336,249 | -22.5% | 0.02% | -25.0% |
Q1 2020 | $200,332,000 | -31.2% | 1,723,281 | -10.5% | 0.03% | -12.5% |
Q4 2019 | $291,188,000 | -3.6% | 1,924,449 | -6.9% | 0.03% | -11.1% |
Q3 2019 | $302,039,000 | +0.6% | 2,066,780 | -0.4% | 0.04% | +2.9% |
Q2 2019 | $300,152,000 | +53.3% | 2,075,165 | +33.5% | 0.04% | +52.2% |
Q1 2019 | $195,833,000 | +45.1% | 1,554,353 | +26.5% | 0.02% | +27.8% |
Q4 2018 | $134,940,000 | +37.2% | 1,228,505 | +57.2% | 0.02% | +63.6% |
Q3 2018 | $98,378,000 | +2.6% | 781,394 | +4.5% | 0.01% | 0.0% |
Q2 2018 | $95,910,000 | +647.7% | 747,835 | +456.8% | 0.01% | +450.0% |
Q1 2018 | $12,828,000 | +16.6% | 134,301 | +18.4% | 0.00% | +100.0% |
Q4 2017 | $11,002,000 | +202.3% | 113,460 | +141.9% | 0.00% | 0.0% |
Q2 2013 | $3,639,000 | – | 46,900 | – | 0.00% | – |
Download |
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% |