MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 335 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $407,385 | +0.8% | 1,377 | +5.0% | 0.00% | – |
Q1 2024 | $404,272 | +15.6% | 1,311 | +7.3% | 0.00% | – |
Q4 2023 | $349,785 | +54.7% | 1,222 | +26.6% | 0.00% | – |
Q3 2023 | $226,041 | +33.0% | 965 | +11.3% | 0.00% | – |
Q2 2023 | $169,993 | -16.3% | 867 | -13.3% | 0.00% | – |
Q1 2023 | $203,030 | +4.0% | 1,000 | +11.0% | 0.00% | – |
Q4 2022 | $195,147 | +3.3% | 901 | +1.0% | 0.00% | – |
Q3 2022 | $189,000 | -1.6% | 892 | +12.3% | 0.00% | – |
Q2 2022 | $192,000 | -52.7% | 794 | -46.7% | 0.00% | – |
Q1 2022 | $406,000 | -12.5% | 1,489 | +9.6% | 0.00% | – |
Q4 2021 | $464,000 | +32.2% | 1,359 | -0.1% | 0.00% | – |
Q3 2021 | $351,000 | +17.0% | 1,360 | +16.8% | 0.00% | – |
Q2 2021 | $300,000 | +0.7% | 1,164 | -12.3% | 0.00% | – |
Q1 2021 | $298,000 | -2.6% | 1,327 | +0.3% | 0.00% | – |
Q4 2020 | $306,000 | +35.4% | 1,323 | -6.1% | 0.00% | – |
Q3 2020 | $226,000 | +14.1% | 1,409 | 0.0% | 0.00% | – |
Q2 2020 | $198,000 | +37.5% | 1,409 | +13.2% | 0.00% | – |
Q1 2020 | $144,000 | -23.4% | 1,245 | -0.1% | 0.00% | – |
Q4 2019 | $188,000 | +2.7% | 1,246 | 0.0% | 0.00% | – |
Q3 2019 | $183,000 | +1.7% | 1,246 | 0.0% | 0.00% | – |
Q2 2019 | $180,000 | -50.0% | 1,246 | -56.3% | 0.00% | – |
Q1 2019 | $360,000 | +66.7% | 2,854 | +44.4% | 0.00% | – |
Q4 2018 | $216,000 | -12.9% | 1,976 | +0.3% | 0.00% | – |
Q3 2018 | $248,000 | -28.5% | 1,970 | -27.3% | 0.00% | – |
Q2 2018 | $347,000 | +37.2% | 2,710 | +2.2% | 0.00% | – |
Q1 2018 | $253,000 | 0.0% | 2,651 | +1.6% | 0.00% | – |
Q4 2017 | $253,000 | +13.5% | 2,610 | -0.4% | 0.00% | – |
Q3 2017 | $223,000 | +55.9% | 2,621 | +43.5% | 0.00% | – |
Q2 2017 | $143,000 | 0.0% | 1,826 | 0.0% | 0.00% | – |
Q1 2017 | $143,000 | +6.7% | 1,826 | -0.7% | 0.00% | – |
Q4 2016 | $134,000 | -6.9% | 1,839 | +0.7% | 0.00% | – |
Q3 2016 | $144,000 | +1.4% | 1,826 | +4.9% | 0.00% | – |
Q2 2016 | $142,000 | -92.7% | 1,740 | -92.1% | 0.00% | -100.0% |
Q1 2016 | $1,944,000 | +50.5% | 22,014 | +36.9% | 0.00% | 0.0% |
Q4 2015 | $1,292,000 | +16.7% | 16,076 | +16.5% | 0.00% | +100.0% |
Q3 2015 | $1,107,000 | +745.0% | 13,795 | +741.2% | 0.00% | – |
Q2 2015 | $131,000 | +2.3% | 1,640 | -4.7% | 0.00% | – |
Q1 2015 | $128,000 | +4.9% | 1,720 | -8.0% | 0.00% | – |
Q4 2014 | $122,000 | -14.7% | 1,869 | -12.0% | 0.00% | – |
Q3 2014 | $143,000 | -10.6% | 2,123 | -4.6% | 0.00% | – |
Q2 2014 | $160,000 | +7.4% | 2,226 | +17.7% | 0.00% | – |
Q1 2014 | $149,000 | -77.2% | 1,892 | -77.4% | 0.00% | -100.0% |
Q4 2013 | $653,000 | -48.4% | 8,375 | -47.6% | 0.00% | -50.0% |
Q3 2013 | $1,265,000 | +36.3% | 15,973 | +33.9% | 0.00% | +100.0% |
Q2 2013 | $928,000 | – | 11,931 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PELHAM GLOBAL FINANCIALS LTD | 64,083 | $7,450,000 | 11.14% |
GOLDEN GATE PRIVATE EQUITY, INC. | 80,716 | $9,383,000 | 4.35% |
Chicago Capital, LLC | 143,097 | $16,635,000 | 1.34% |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,781,969 | $207,155,000 | 1.18% |
AMERICAN CAPITAL MANAGEMENT INC | 201,792 | $23,458,000 | 1.14% |
Copeland Capital Management, LLC | 156,443 | $18,187,000 | 1.11% |
FCF Advisors LLC | 7,383 | $864,000 | 0.99% |
ATLANTA CAPITAL MANAGEMENT CO L L C | 1,587,517 | $184,549,000 | 0.96% |
ROYCE & ASSOCIATES LP | 515,691 | $59,949,000 | 0.82% |
BAMCO INC /NY/ | 1,364,284 | $158,598,000 | 0.78% |