MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 236 filers reported holding MORNINGSTAR INC in Q1 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $421,000 | -13.0% | 1,983 | -0.9% | 0.09% | -9.6% |
| Q2 2022 | $484,000 | -11.5% | 2,001 | 0.0% | 0.10% | +11.8% |
| Q1 2022 | $547,000 | -33.9% | 2,001 | -17.3% | 0.09% | -22.5% |
| Q4 2021 | $828,000 | +31.2% | 2,421 | -0.6% | 0.12% | +26.3% |
| Q3 2021 | $631,000 | -1.3% | 2,435 | -2.1% | 0.10% | -1.0% |
| Q2 2021 | $639,000 | +103.5% | 2,486 | +78.3% | 0.10% | +71.4% |
| Q1 2021 | $314,000 | -2.8% | 1,394 | 0.0% | 0.06% | -3.4% |
| Q4 2020 | $323,000 | +30.8% | 1,394 | -9.2% | 0.06% | +7.4% |
| Q3 2020 | $247,000 | +15.4% | 1,536 | +1.2% | 0.05% | +5.9% |
| Q2 2020 | $214,000 | -20.4% | 1,518 | -14.5% | 0.05% | +18.6% |
| Q4 2019 | $269,000 | -6.6% | 1,776 | -9.9% | 0.04% | -10.4% |
| Q3 2019 | $288,000 | -6.2% | 1,971 | -7.2% | 0.05% | +2.1% |
| Q2 2019 | $307,000 | +11.2% | 2,124 | -3.1% | 0.05% | +9.3% |
| Q1 2019 | $276,000 | +10.4% | 2,192 | -3.6% | 0.04% | 0.0% |
| Q4 2018 | $250,000 | -17.8% | 2,273 | -5.8% | 0.04% | +10.3% |
| Q3 2018 | $304,000 | -5.0% | 2,414 | -3.4% | 0.04% | -13.3% |
| Q2 2018 | $320,000 | +32.2% | 2,499 | -1.5% | 0.04% | +21.6% |
| Q1 2018 | $242,000 | -4.3% | 2,537 | -2.6% | 0.04% | -21.3% |
| Q4 2017 | $253,000 | – | 2,606 | – | 0.05% | – |
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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% |