MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 239 filers reported holding MORNINGSTAR INC in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,587 | -6.3% | 62 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $13,428 | +3.3% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -13.3% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -11.8% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $17,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | +6.2% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $16,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +14.3% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +40.0% | 62 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $10,000 | +11.1% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +28.6% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -22.2% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | +12.5% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -12.5% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | +33.3% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | +20.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | – | 62 | – | 0.00% | – |
Download | ||||||
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% |