MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $7,185,000 | -33.6% | 29,713 | -25.0% | 0.05% | -20.3% |
| Q1 2022 | $10,815,000 | -20.7% | 39,591 | -0.8% | 0.06% | -18.1% |
| Q4 2021 | $13,644,000 | +26.6% | 39,895 | -4.1% | 0.07% | +24.1% |
| Q3 2021 | $10,780,000 | +1828.4% | 41,615 | +1814.2% | 0.06% | +1833.3% |
| Q2 2021 | $559,000 | +16.9% | 2,174 | +2.5% | 0.00% | 0.0% |
| Q1 2021 | $478,000 | -2.6% | 2,122 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $491,000 | +44.0% | 2,122 | -0.2% | 0.00% | +50.0% |
| Q3 2020 | $341,000 | +13.7% | 2,126 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $300,000 | +21.5% | 2,126 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $247,000 | -23.3% | 2,126 | 0.0% | 0.00% | +100.0% |
| Q4 2019 | $322,000 | +3.5% | 2,126 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $311,000 | +1.0% | 2,126 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $308,000 | +12.4% | 2,126 | -2.2% | 0.00% | 0.0% |
| Q1 2019 | $274,000 | -19.6% | 2,174 | -30.1% | 0.00% | -50.0% |
| Q4 2018 | $341,000 | +27.7% | 3,108 | +46.8% | 0.00% | +100.0% |
| Q3 2018 | $267,000 | -87.8% | 2,117 | -87.6% | 0.00% | -88.9% |
| Q2 2018 | $2,181,000 | +327.6% | 17,008 | +218.4% | 0.01% | +350.0% |
| Q1 2018 | $510,000 | +151.2% | 5,341 | +155.6% | 0.00% | +100.0% |
| Q4 2017 | $203,000 | +14.0% | 2,090 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $178,000 | -88.6% | 2,090 | -89.5% | 0.00% | -83.3% |
| Q2 2017 | $1,560,000 | -0.3% | 19,916 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $1,565,000 | +916.2% | 19,916 | +852.9% | 0.01% | +600.0% |
| Q4 2016 | $154,000 | -7.2% | 2,090 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $166,000 | -79.0% | 2,090 | -78.4% | 0.00% | -75.0% |
| Q2 2016 | $792,000 | -7.4% | 9,681 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $855,000 | +1235.9% | 9,681 | +1110.1% | 0.00% | – |
| Q4 2015 | $64,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q3 2015 | $64,000 | -65.4% | 800 | -65.6% | 0.00% | -100.0% |
| Q2 2015 | $185,000 | +208.3% | 2,327 | +190.9% | 0.00% | – |
| Q1 2015 | $60,000 | +15.4% | 800 | 0.0% | 0.00% | – |
| Q4 2014 | $52,000 | -3.7% | 800 | 0.0% | 0.00% | – |
| Q3 2014 | $54,000 | -96.0% | 800 | -95.8% | 0.00% | -100.0% |
| Q2 2014 | $1,360,000 | -5.6% | 18,935 | +3.9% | 0.01% | 0.0% |
| Q1 2014 | $1,441,000 | +2224.2% | 18,233 | +2179.1% | 0.01% | – |
| Q4 2013 | $62,000 | -1.6% | 800 | 0.0% | 0.00% | – |
| Q3 2013 | $63,000 | +1.6% | 800 | 0.0% | 0.00% | – |
| Q2 2013 | $62,000 | – | 800 | – | 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% |