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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $249,000 | -81.0% | 1,768 | -78.2% | 0.02% | -82.4% |
| Q3 2019 | $1,313,000 | +6.5% | 8,117 | 0.0% | 0.14% | +1.5% |
| Q2 2019 | $1,233,000 | -21.0% | 8,117 | -50.3% | 0.13% | +27.6% |
| Q1 2018 | $1,561,000 | -1.5% | 16,343 | 0.0% | 0.10% | +1.9% |
| Q4 2017 | $1,585,000 | +14.1% | 16,343 | 0.0% | 0.10% | +10.8% |
| Q3 2017 | $1,389,000 | +8.9% | 16,343 | +0.4% | 0.09% | +5.7% |
| Q2 2017 | $1,275,000 | -0.4% | 16,280 | 0.0% | 0.09% | 0.0% |
| Q1 2017 | $1,280,000 | -99.9% | 16,280 | +5.9% | 0.09% | -28.5% |
| Q4 2016 | $1,131,000,000 | – | 15,369 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,300 | $6,623,000 | 5.57% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
| Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
| AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
| Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
| Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
| BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
| Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
| Force Capital Management LLC | 4,715 | $457,000 | 0.48% |