MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 251 filers reported holding MORNINGSTAR INC in Q2 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $497,253 | +31.0% | 1,454 | -0.8% | 0.01% | +40.0% |
| Q3 2021 | $379,479 | -2.4% | 1,465 | -3.2% | 0.01% | 0.0% |
| Q2 2021 | $389,007 | +24.4% | 1,513 | +8.8% | 0.01% | 0.0% |
| Q1 2021 | $312,806 | -6.6% | 1,390 | -3.9% | 0.01% | 0.0% |
| Q4 2020 | $334,850 | +41.3% | 1,446 | -2.0% | 0.01% | +25.0% |
| Q3 2020 | $236,900 | +11.1% | 1,475 | -2.4% | 0.00% | 0.0% |
| Q2 2020 | $213,147 | +33.3% | 1,512 | +9.9% | 0.00% | +33.3% |
| Q1 2020 | $159,960 | -25.5% | 1,376 | -3.0% | 0.00% | -25.0% |
| Q4 2019 | $214,709 | +1.6% | 1,419 | -1.9% | 0.00% | 0.0% |
| Q3 2019 | $211,318 | +9.2% | 1,446 | +8.1% | 0.00% | +33.3% |
| Q2 2019 | $193,528 | +12.2% | 1,338 | -2.3% | 0.00% | 0.0% |
| Q1 2019 | $172,480 | +12.3% | 1,369 | -2.1% | 0.00% | 0.0% |
| Q4 2018 | $153,556 | -13.0% | 1,398 | -0.3% | 0.00% | 0.0% |
| Q3 2018 | $176,512 | -99.9% | 1,402 | -2.0% | 0.00% | 0.0% |
| Q2 2018 | $183,398,000 | +41.0% | 1,430 | +5.0% | 0.00% | +50.0% |
| Q1 2018 | $130,098,000 | +98459.1% | 1,362 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $132,000 | +12.8% | 1,362 | -1.0% | 0.00% | +100.0% |
| Q3 2017 | $117,000 | +14.7% | 1,376 | +5.5% | 0.00% | 0.0% |
| Q2 2017 | $102,000 | +5.2% | 1,304 | +6.2% | 0.00% | 0.0% |
| Q1 2017 | $97,000 | +7.8% | 1,228 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $90,000 | -11.8% | 1,228 | -4.4% | 0.00% | 0.0% |
| Q3 2016 | $102,000 | -7.3% | 1,284 | -4.6% | 0.00% | 0.0% |
| Q2 2016 | $110,000 | -12.7% | 1,346 | -5.9% | 0.00% | 0.0% |
| Q1 2016 | $126,000 | +9.6% | 1,430 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $115,000 | +2.7% | 1,430 | +2.7% | 0.00% | 0.0% |
| Q3 2015 | $112,000 | +0.9% | 1,392 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $111,000 | +8.8% | 1,392 | +2.2% | 0.00% | 0.0% |
| Q1 2015 | $102,000 | +15.9% | 1,362 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $88,000 | -2.2% | 1,362 | +2.7% | 0.00% | 0.0% |
| Q3 2014 | $90,000 | -6.2% | 1,326 | -0.7% | 0.00% | 0.0% |
| Q2 2014 | $96,000 | -14.3% | 1,336 | -6.1% | 0.00% | 0.0% |
| Q1 2014 | $112,000 | +0.9% | 1,423 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $111,000 | -1.8% | 1,423 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $113,000 | +0.9% | 1,423 | -1.3% | 0.00% | 0.0% |
| Q2 2013 | $112,000 | – | 1,442 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 67,734 | $8,534,000 | 2.76% |
| Copeland Capital Management, LLC | 185,266 | $23,342,000 | 1.48% |
| Chicago Capital, LLC | 150,796 | $18,999,000 | 1.29% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,745,915 | $219,969,000 | 1.26% |
| AMERICAN CAPITAL MANAGEMENT INC | 212,805 | $26,811,000 | 1.24% |
| Force Capital Management LLC | 3,884 | $489,000 | 1.14% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
| FCF Advisors LLC | 11,624 | $1,465,000 | 1.13% |
| BAMCO INC /NY/ | 1,457,280 | $183,603,000 | 0.78% |
| ROYCE & ASSOCIATES LP | 540,320 | $68,075,000 | 0.58% |