MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 302 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,876,322 | -17.2% | 9,722 | -13.7% | 0.00% | -20.0% |
Q1 2024 | $3,474,185 | +6.5% | 11,266 | -1.1% | 0.01% | 0.0% |
Q4 2023 | $3,260,997 | +21.8% | 11,392 | -0.3% | 0.01% | +25.0% |
Q3 2023 | $2,676,685 | +26.7% | 11,427 | +6.1% | 0.00% | +33.3% |
Q2 2023 | $2,112,654 | +1.4% | 10,775 | +5.0% | 0.00% | -25.0% |
Q1 2023 | $2,084,306 | -10.8% | 10,266 | -4.9% | 0.00% | 0.0% |
Q4 2022 | $2,337,007 | +0.2% | 10,790 | -1.8% | 0.00% | -20.0% |
Q3 2022 | $2,333,000 | -16.8% | 10,987 | -5.2% | 0.01% | 0.0% |
Q2 2022 | $2,805,000 | -13.5% | 11,592 | -2.4% | 0.01% | 0.0% |
Q1 2022 | $3,243,000 | -29.2% | 11,871 | -11.4% | 0.01% | -28.6% |
Q4 2021 | $4,581,000 | +31.8% | 13,395 | -0.1% | 0.01% | 0.0% |
Q3 2021 | $3,475,000 | -1.3% | 13,415 | -1.9% | 0.01% | 0.0% |
Q2 2021 | $3,519,000 | +11.4% | 13,681 | -2.6% | 0.01% | +16.7% |
Q1 2021 | $3,160,000 | -9.6% | 14,039 | -7.0% | 0.01% | -25.0% |
Q4 2020 | $3,497,000 | +39.0% | 15,097 | -3.6% | 0.01% | +33.3% |
Q3 2020 | $2,515,000 | +14.1% | 15,659 | +0.2% | 0.01% | 0.0% |
Q2 2020 | $2,204,000 | +13.6% | 15,633 | -6.3% | 0.01% | 0.0% |
Q1 2020 | $1,940,000 | -21.3% | 16,692 | +2.5% | 0.01% | 0.0% |
Q4 2019 | $2,465,000 | +0.4% | 16,290 | -3.0% | 0.01% | -14.3% |
Q3 2019 | $2,455,000 | -3.0% | 16,796 | -4.0% | 0.01% | 0.0% |
Q2 2019 | $2,530,000 | +6.0% | 17,488 | -7.7% | 0.01% | 0.0% |
Q1 2019 | $2,387,000 | +17.6% | 18,942 | +2.5% | 0.01% | 0.0% |
Q4 2018 | $2,030,000 | -13.6% | 18,483 | -0.9% | 0.01% | 0.0% |
Q3 2018 | $2,349,000 | -8.4% | 18,654 | -6.7% | 0.01% | -12.5% |
Q2 2018 | $2,564,000 | +35.9% | 19,996 | +1.3% | 0.01% | +33.3% |
Q1 2018 | $1,886,000 | +0.9% | 19,745 | +2.4% | 0.01% | 0.0% |
Q4 2017 | $1,869,000 | +20.2% | 19,274 | +5.3% | 0.01% | +20.0% |
Q3 2017 | $1,555,000 | +29.7% | 18,296 | +19.5% | 0.01% | +25.0% |
Q2 2017 | $1,199,000 | +1.0% | 15,305 | +1.3% | 0.00% | 0.0% |
Q1 2017 | $1,187,000 | +15.2% | 15,108 | +7.9% | 0.00% | 0.0% |
Q4 2016 | $1,030,000 | -16.9% | 14,008 | -10.5% | 0.00% | -20.0% |
Q3 2016 | $1,240,000 | +4.6% | 15,652 | +8.0% | 0.01% | 0.0% |
Q2 2016 | $1,185,000 | -7.5% | 14,489 | -0.1% | 0.01% | 0.0% |
Q1 2016 | $1,281,000 | +30.7% | 14,508 | +18.9% | 0.01% | +25.0% |
Q4 2015 | $980,000 | +4.7% | 12,198 | +4.5% | 0.00% | 0.0% |
Q3 2015 | $936,000 | +2.5% | 11,672 | +1.6% | 0.00% | 0.0% |
Q2 2015 | $913,000 | +10.3% | 11,491 | +3.8% | 0.00% | +33.3% |
Q1 2015 | $828,000 | +43.5% | 11,066 | +23.9% | 0.00% | +50.0% |
Q4 2014 | $577,000 | -5.6% | 8,929 | -0.8% | 0.00% | 0.0% |
Q3 2014 | $611,000 | +0.7% | 8,999 | +6.4% | 0.00% | 0.0% |
Q2 2014 | $607,000 | +3.9% | 8,456 | +14.4% | 0.00% | 0.0% |
Q1 2014 | $584,000 | +28.6% | 7,389 | +27.2% | 0.00% | 0.0% |
Q4 2013 | $454,000 | +37.6% | 5,809 | +39.5% | 0.00% | +100.0% |
Q3 2013 | $330,000 | +2.5% | 4,163 | +0.4% | 0.00% | 0.0% |
Q2 2013 | $322,000 | – | 4,147 | – | 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% |