MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 232 filers reported holding MORNINGSTAR INC in Q2 2019. The put-call ratio across all filers is 0.16 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $37,873,667 | -3.2% | 128,016 | +0.9% | 0.05% | -5.3% |
| Q1 2024 | $39,142,800 | +10.8% | 126,932 | +2.8% | 0.06% | 0.0% |
| Q4 2023 | $35,335,693 | +18.0% | 123,450 | -3.4% | 0.06% | +5.6% |
| Q3 2023 | $29,938,952 | +21.0% | 127,813 | +1.3% | 0.05% | +25.6% |
| Q2 2023 | $24,738,847 | -4.9% | 126,176 | -1.5% | 0.04% | -10.4% |
| Q1 2023 | $26,016,157 | +42.3% | 128,135 | +51.8% | 0.05% | +17.1% |
| Q4 2022 | $18,284,659 | +1.5% | 84,422 | -0.5% | 0.04% | +2.5% |
| Q3 2022 | $18,017,000 | -9.1% | 84,861 | +2.7% | 0.04% | -7.0% |
| Q2 2022 | $19,829,000 | -5.4% | 82,602 | +7.5% | 0.04% | +2.4% |
| Q1 2022 | $20,964,000 | -19.8% | 76,854 | +0.1% | 0.04% | -14.3% |
| Q4 2021 | $26,146,000 | +34.7% | 76,773 | +2.7% | 0.05% | +19.5% |
| Q3 2021 | $19,404,000 | +5.4% | 74,728 | +4.8% | 0.04% | 0.0% |
| Q2 2021 | $18,410,000 | +27.8% | 71,326 | +11.0% | 0.04% | +13.9% |
| Q1 2021 | $14,401,000 | +5.7% | 64,277 | +8.3% | 0.04% | +2.9% |
| Q4 2020 | $13,618,000 | +54.0% | 59,355 | +6.1% | 0.04% | +34.6% |
| Q3 2020 | $8,843,000 | -1.4% | 55,931 | -13.2% | 0.03% | -7.1% |
| Q2 2020 | $8,973,000 | +95.5% | 64,400 | +62.8% | 0.03% | +64.7% |
| Q1 2020 | $4,590,000 | +8.6% | 39,546 | +43.1% | 0.02% | +30.8% |
| Q4 2019 | $4,227,000 | -28.1% | 27,638 | -31.5% | 0.01% | -13.3% |
| Q3 2019 | $5,883,000 | +10.9% | 40,372 | +9.7% | 0.02% | -11.8% |
| Q2 2019 | $5,305,000 | +6.0% | 36,806 | -6.7% | 0.02% | 0.0% |
| Q1 2019 | $5,006,000 | +5.9% | 39,467 | -3.6% | 0.02% | 0.0% |
| Q4 2018 | $4,726,000 | +8.8% | 40,936 | +19.4% | 0.02% | +6.2% |
| Q3 2018 | $4,342,000 | -60.6% | 34,278 | -60.1% | 0.02% | -56.8% |
| Q2 2018 | $11,012,000 | +44.6% | 85,866 | +7.7% | 0.04% | +27.6% |
| Q1 2018 | $7,616,000 | +18.8% | 79,735 | +20.6% | 0.03% | +31.8% |
| Q4 2017 | $6,411,000 | +20.6% | 66,104 | +5.7% | 0.02% | +15.8% |
| Q3 2017 | $5,315,000 | +37.2% | 62,556 | +26.4% | 0.02% | +26.7% |
| Q2 2017 | $3,875,000 | +49.3% | 49,472 | +49.8% | 0.02% | +36.4% |
| Q1 2017 | $2,595,000 | +85.9% | 33,024 | +73.9% | 0.01% | +57.1% |
| Q4 2016 | $1,396,000 | -17.4% | 18,989 | -10.9% | 0.01% | -22.2% |
| Q3 2016 | $1,690,000 | +33.8% | 21,303 | +37.9% | 0.01% | +12.5% |
| Q2 2016 | $1,263,000 | +169.3% | 15,451 | +191.0% | 0.01% | +166.7% |
| Q1 2016 | $469,000 | +12.7% | 5,310 | +2.5% | 0.00% | 0.0% |
| Q4 2015 | $416,000 | +60.0% | 5,181 | +59.8% | 0.00% | +50.0% |
| Q3 2015 | $260,000 | +7.0% | 3,242 | +6.2% | 0.00% | 0.0% |
| Q2 2015 | $243,000 | +31.4% | 3,052 | +19.7% | 0.00% | 0.0% |
| Q1 2015 | $185,000 | +18.6% | 2,550 | +3.7% | 0.00% | +100.0% |
| Q4 2014 | $156,000 | – | 2,460 | – | 0.00% | – |
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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% |