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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $9,098,000 | -75.4% | 64,700 | -79.7% | 0.05% | -77.5% |
| Q1 2020 | $37,058,000 | -23.8% | 318,780 | -0.8% | 0.23% | -1.3% |
| Q4 2019 | $48,635,000 | +5.8% | 321,429 | +2.1% | 0.23% | -1.3% |
| Q3 2019 | $45,985,000 | +5.6% | 314,665 | +4.6% | 0.24% | +6.3% |
| Q2 2019 | $43,526,000 | +15.8% | 300,929 | +0.9% | 0.22% | +11.5% |
| Q1 2019 | $37,579,000 | +25.9% | 298,271 | +9.7% | 0.20% | +6.4% |
| Q4 2018 | $29,854,000 | -13.2% | 271,801 | -0.5% | 0.19% | +13.3% |
| Q3 2018 | $34,399,000 | +433.3% | 273,232 | +187.6% | 0.17% | +822.2% |
| Q3 2014 | $6,450,000 | +8.4% | 95,006 | +14.6% | 0.02% | -43.8% |
| Q2 2014 | $5,952,000 | -12.6% | 82,887 | -3.8% | 0.03% | -15.8% |
| Q1 2014 | $6,808,000 | -50.7% | 86,160 | -51.3% | 0.04% | -2.6% |
| Q4 2013 | $13,820,000 | +92.5% | 176,984 | +94.6% | 0.04% | +8.3% |
| Q3 2013 | $7,178,000 | -1.8% | 90,928 | -3.5% | 0.04% | -25.0% |
| Q2 2013 | $7,308,000 | – | 94,212 | – | 0.05% | – |
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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% |