MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 10 filers reported holding MORNINGSTAR INC in Q1 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $50,470,827 | -23.4% | 170,596 | -20.2% | 0.01% | -25.0% |
Q1 2024 | $65,915,012 | +41.0% | 213,753 | +30.9% | 0.01% | +33.3% |
Q4 2023 | $46,746,141 | -27.4% | 163,311 | -40.6% | 0.01% | -35.7% |
Q3 2023 | $64,382,972 | -56.5% | 274,859 | -63.6% | 0.01% | -56.2% |
Q2 2023 | $147,974,813 | +983.8% | 754,704 | +1022.3% | 0.03% | +966.7% |
Q1 2023 | $13,652,753 | -45.7% | 67,245 | -42.1% | 0.00% | -50.0% |
Q4 2022 | $25,145,233 | +115669.9% | 116,096 | +13.5% | 0.01% | +20.0% |
Q3 2022 | $21,720 | -10.7% | 102,299 | +1.8% | 0.01% | -16.7% |
Q2 2022 | $24,312 | -99.9% | 100,530 | -2.6% | 0.01% | 0.0% |
Q1 2022 | $28,193,000 | +26.9% | 103,204 | +58.9% | 0.01% | +50.0% |
Q4 2021 | $22,208,000 | +37.9% | 64,937 | +4.4% | 0.00% | +33.3% |
Q3 2021 | $16,108,000 | -1.7% | 62,186 | -2.4% | 0.00% | -25.0% |
Q2 2021 | $16,383,000 | -39.5% | 63,720 | -47.1% | 0.00% | -42.9% |
Q1 2021 | $27,089,000 | +8.9% | 120,371 | +12.1% | 0.01% | +16.7% |
Q4 2020 | $24,869,000 | +90.1% | 107,393 | +31.9% | 0.01% | +50.0% |
Q3 2020 | $13,080,000 | +26.6% | 81,441 | +11.1% | 0.00% | +33.3% |
Q2 2020 | $10,332,000 | +13.3% | 73,294 | -6.6% | 0.00% | 0.0% |
Q1 2020 | $9,119,000 | -51.5% | 78,444 | -36.8% | 0.00% | -40.0% |
Q4 2019 | $18,785,000 | -16.2% | 124,150 | -19.1% | 0.01% | -16.7% |
Q3 2019 | $22,418,000 | +7.2% | 153,403 | +6.1% | 0.01% | 0.0% |
Q2 2019 | $20,919,000 | +25.2% | 144,628 | +9.1% | 0.01% | +20.0% |
Q1 2019 | $16,707,000 | +18.1% | 132,605 | +3.0% | 0.01% | 0.0% |
Q4 2018 | $14,145,000 | -9.8% | 128,773 | +3.4% | 0.01% | +25.0% |
Q3 2018 | $15,675,000 | +40.4% | 124,499 | +43.0% | 0.00% | +33.3% |
Q2 2018 | $11,165,000 | +324.7% | 87,058 | +216.3% | 0.00% | +200.0% |
Q1 2018 | $2,629,000 | -4.0% | 27,523 | -2.6% | 0.00% | 0.0% |
Q4 2017 | $2,739,000 | +4.1% | 28,245 | -8.7% | 0.00% | 0.0% |
Q3 2017 | $2,631,000 | -33.5% | 30,953 | -38.7% | 0.00% | 0.0% |
Q2 2017 | $3,955,000 | +7.2% | 50,491 | +7.5% | 0.00% | 0.0% |
Q1 2017 | $3,690,000 | -9.0% | 46,948 | -14.8% | 0.00% | 0.0% |
Q4 2016 | $4,055,000 | -29.3% | 55,125 | -23.8% | 0.00% | -50.0% |
Q3 2016 | $5,734,000 | +3.4% | 72,333 | +6.7% | 0.00% | 0.0% |
Q2 2016 | $5,543,000 | +5.1% | 67,770 | +13.4% | 0.00% | 0.0% |
Q1 2016 | $5,275,000 | +116.8% | 59,761 | +97.5% | 0.00% | +100.0% |
Q4 2015 | $2,433,000 | +110.3% | 30,264 | +110.0% | 0.00% | – |
Q3 2015 | $1,157,000 | +57.6% | 14,412 | +56.2% | 0.00% | – |
Q2 2015 | $734,000 | +29.9% | 9,227 | +22.4% | 0.00% | – |
Q1 2015 | $565,000 | +72.3% | 7,537 | +48.8% | 0.00% | – |
Q4 2014 | $328,000 | -73.4% | 5,064 | -72.1% | 0.00% | – |
Q3 2014 | $1,231,000 | -29.6% | 18,123 | -25.6% | 0.00% | -100.0% |
Q2 2014 | $1,749,000 | +66.6% | 24,352 | +83.3% | 0.00% | – |
Q1 2014 | $1,050,000 | +174.9% | 13,286 | +171.6% | 0.00% | – |
Q4 2013 | $382,000 | -20.6% | 4,891 | -19.4% | 0.00% | – |
Q3 2013 | $481,000 | -9.9% | 6,071 | -11.8% | 0.00% | – |
Q2 2013 | $534,000 | -29.9% | 6,883 | -43.2% | 0.00% | – |
Q4 2012 | $762,000 | +19.2% | 12,124 | +18.8% | 0.00% | – |
Q3 2012 | $639,000 | +29.4% | 10,208 | +19.4% | 0.00% | – |
Q2 2012 | $494,000 | +87.8% | 8,546 | +104.7% | 0.00% | – |
Q1 2012 | $263,000 | – | 4,174 | – | 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% |