MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 353 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $751,071 | -24.7% | 2,542 | -21.4% | 0.00% | -100.0% |
| Q1 2024 | $997,496 | +14.0% | 3,236 | +5.8% | 0.00% | 0.0% |
| Q4 2023 | $875,286 | +275.5% | 3,059 | +207.4% | 0.00% | – |
| Q3 2023 | $233,069 | -69.0% | 995 | -74.1% | 0.00% | -100.0% |
| Q2 2023 | $752,239 | +237.8% | 3,838 | +272.6% | 0.00% | – |
| Q4 2022 | $222,706 | -69.3% | 1,030 | -65.4% | 0.00% | -100.0% |
| Q2 2022 | $725,000 | -60.6% | 2,979 | -54.9% | 0.00% | -50.0% |
| Q1 2022 | $1,838,000 | +99.1% | 6,612 | +144.9% | 0.00% | +100.0% |
| Q4 2021 | $923,000 | -74.9% | 2,700 | -80.9% | 0.00% | -75.0% |
| Q3 2021 | $3,678,000 | -3.3% | 14,106 | -4.6% | 0.00% | 0.0% |
| Q2 2021 | $3,802,000 | +396.3% | 14,780 | +337.1% | 0.00% | +300.0% |
| Q1 2021 | $766,000 | -24.8% | 3,381 | -23.4% | 0.00% | 0.0% |
| Q4 2020 | $1,018,000 | +178.9% | 4,413 | +94.7% | 0.00% | 0.0% |
| Q3 2020 | $365,000 | -71.7% | 2,267 | -75.2% | 0.00% | -50.0% |
| Q2 2020 | $1,290,000 | -24.5% | 9,152 | -38.0% | 0.00% | -50.0% |
| Q1 2020 | $1,709,000 | -30.7% | 14,769 | -9.6% | 0.00% | 0.0% |
| Q4 2019 | $2,466,000 | -48.5% | 16,334 | -50.1% | 0.00% | -55.6% |
| Q3 2019 | $4,786,000 | +27.1% | 32,748 | +25.7% | 0.01% | +28.6% |
| Q2 2019 | $3,767,000 | +30.2% | 26,044 | +13.4% | 0.01% | +40.0% |
| Q1 2019 | $2,894,000 | +106.3% | 22,973 | +79.9% | 0.01% | +66.7% |
| Q4 2018 | $1,403,000 | +546.5% | 12,773 | +640.9% | 0.00% | – |
| Q3 2018 | $217,000 | +6.9% | 1,724 | +9.0% | 0.00% | – |
| Q2 2018 | $203,000 | -15.4% | 1,581 | -37.0% | 0.00% | – |
| Q1 2018 | $240,000 | -9.1% | 2,511 | -7.6% | 0.00% | – |
| Q4 2017 | $264,000 | +31.3% | 2,719 | +14.9% | 0.00% | – |
| Q3 2017 | $201,000 | -45.5% | 2,366 | -49.2% | 0.00% | -100.0% |
| Q3 2013 | $369,000 | +12.2% | 4,654 | +9.7% | 0.00% | 0.0% |
| Q2 2013 | $329,000 | +13.1% | 4,242 | +1.8% | 0.00% | 0.0% |
| Q1 2013 | $291,000 | +9.8% | 4,165 | -1.3% | 0.00% | 0.0% |
| Q4 2012 | $265,000 | -5.0% | 4,221 | -5.4% | 0.00% | 0.0% |
| Q3 2012 | $279,000 | +6.1% | 4,460 | -1.7% | 0.00% | 0.0% |
| Q2 2012 | $263,000 | -13.2% | 4,538 | -5.6% | 0.00% | 0.0% |
| Q1 2012 | $303,000 | – | 4,805 | – | 0.00% | – |
Download | ||||||
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% |