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 | $5,281 | -2.1% | 17,851 | +2.0% | 0.01% | 0.0% |
Q1 2024 | $5,394 | -1.1% | 17,493 | -8.2% | 0.01% | -12.5% |
Q4 2023 | $5,453 | +10.6% | 19,050 | -9.5% | 0.01% | +14.3% |
Q3 2023 | $4,931 | -53.3% | 21,052 | -60.9% | 0.01% | -50.0% |
Q2 2023 | $10,555 | -4.4% | 53,833 | -1.0% | 0.01% | -6.7% |
Q1 2023 | $11,037 | -47.7% | 54,362 | -44.2% | 0.02% | -48.3% |
Q4 2022 | $21,093 | -99.9% | 97,388 | -10.6% | 0.03% | -12.1% |
Q3 2022 | $23,137,000 | -12.5% | 108,971 | -0.4% | 0.03% | -5.7% |
Q2 2022 | $26,447,000 | +0.3% | 109,361 | +13.3% | 0.04% | +25.0% |
Q1 2022 | $26,363,000 | -20.5% | 96,507 | -0.4% | 0.03% | -15.2% |
Q4 2021 | $33,141,000 | -5.5% | 96,907 | -28.4% | 0.03% | -10.8% |
Q3 2021 | $35,072,000 | +13.9% | 135,396 | +13.1% | 0.04% | +15.6% |
Q2 2021 | $30,781,000 | -25.9% | 119,719 | -35.2% | 0.03% | -30.4% |
Q1 2021 | $41,559,000 | -31.5% | 184,674 | -29.6% | 0.05% | -32.4% |
Q4 2020 | $60,712,000 | +56.8% | 262,177 | +8.8% | 0.07% | +44.7% |
Q3 2020 | $38,716,000 | +25.4% | 241,055 | +10.0% | 0.05% | +20.5% |
Q2 2020 | $30,885,000 | +18.0% | 219,092 | -2.7% | 0.04% | 0.0% |
Q1 2020 | $26,179,000 | -20.0% | 225,192 | +4.1% | 0.04% | 0.0% |
Q4 2019 | $32,732,000 | -23.7% | 216,327 | -26.3% | 0.04% | -27.8% |
Q3 2019 | $42,883,000 | +8.8% | 293,438 | +7.6% | 0.05% | +10.2% |
Q2 2019 | $39,428,000 | +2.0% | 272,591 | -11.1% | 0.05% | -2.0% |
Q1 2019 | $38,638,000 | -9.4% | 306,675 | -21.0% | 0.05% | -19.4% |
Q4 2018 | $42,648,000 | -30.0% | 388,277 | -19.8% | 0.06% | -13.9% |
Q3 2018 | $60,921,000 | +72.4% | 483,882 | +75.6% | 0.07% | +63.6% |
Q2 2018 | $35,338,000 | +72.7% | 275,541 | +28.6% | 0.04% | +76.0% |
Q1 2018 | $20,465,000 | +0.8% | 214,247 | +2.3% | 0.02% | +4.2% |
Q4 2017 | $20,300,000 | +35.7% | 209,347 | +18.9% | 0.02% | +26.3% |
Q3 2017 | $14,961,000 | +22.4% | 176,029 | +12.8% | 0.02% | +18.8% |
Q2 2017 | $12,223,000 | +8.1% | 156,029 | +8.5% | 0.02% | +6.7% |
Q1 2017 | $11,308,000 | +24.6% | 143,870 | +16.6% | 0.02% | +15.4% |
Q4 2016 | $9,078,000 | -3.0% | 123,410 | +4.5% | 0.01% | 0.0% |
Q3 2016 | $9,362,000 | -3.1% | 118,100 | 0.0% | 0.01% | -7.1% |
Q2 2016 | $9,658,000 | +50.9% | 118,100 | +62.9% | 0.01% | +40.0% |
Q1 2016 | $6,400,000 | +66.8% | 72,500 | +52.0% | 0.01% | +66.7% |
Q4 2015 | $3,836,000 | +9.4% | 47,700 | +9.2% | 0.01% | 0.0% |
Q3 2015 | $3,507,000 | +393.2% | 43,700 | +389.2% | 0.01% | +500.0% |
Q2 2015 | $711,000 | – | 8,933 | – | 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% |