MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 239 filers reported holding MORNINGSTAR INC in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,825,690 | -4.1% | 6,171 | 0.0% | 0.25% | -3.9% |
Q1 2024 | $1,902,951 | -15.7% | 6,171 | -21.7% | 0.26% | -14.9% |
Q4 2023 | $2,257,002 | +26.5% | 7,885 | +3.5% | 0.30% | +14.8% |
Q3 2023 | $1,783,738 | +40.9% | 7,615 | +18.0% | 0.26% | +48.6% |
Q2 2023 | $1,265,632 | -5.5% | 6,455 | -2.2% | 0.18% | -11.9% |
Q1 2023 | $1,339,998 | -3.3% | 6,600 | +3.2% | 0.20% | -6.5% |
Q4 2022 | $1,385,310 | -1.3% | 6,396 | -3.2% | 0.22% | +0.5% |
Q3 2022 | $1,403,000 | -9.1% | 6,608 | +3.5% | 0.21% | -2.3% |
Q2 2022 | $1,544,000 | -11.6% | 6,385 | -0.1% | 0.22% | +16.5% |
Q1 2022 | $1,746,000 | -20.0% | 6,391 | +0.2% | 0.19% | -13.8% |
Q4 2021 | $2,182,000 | +69.8% | 6,379 | +28.6% | 0.22% | +86.3% |
Q3 2021 | $1,285,000 | -3.5% | 4,960 | -4.3% | 0.12% | -2.5% |
Q2 2021 | $1,332,000 | +45.1% | 5,181 | +27.0% | 0.12% | +39.5% |
Q1 2021 | $918,000 | +1.4% | 4,081 | +4.4% | 0.09% | -2.3% |
Q4 2020 | $905,000 | +47.6% | 3,908 | +2.3% | 0.09% | +20.5% |
Q3 2020 | $613,000 | +32.1% | 3,819 | +16.0% | 0.07% | +21.7% |
Q2 2020 | $464,000 | -31.8% | 3,293 | -43.7% | 0.06% | -50.0% |
Q1 2020 | $680,000 | -21.2% | 5,848 | +2.5% | 0.12% | +4.3% |
Q4 2019 | $863,000 | +3.2% | 5,706 | -0.2% | 0.12% | -5.0% |
Q3 2019 | $836,000 | +0.1% | 5,718 | -0.9% | 0.12% | +8.0% |
Q2 2019 | $835,000 | +14.9% | 5,770 | 0.0% | 0.11% | +5.7% |
Q1 2019 | $727,000 | +19.4% | 5,770 | +4.1% | 0.11% | +6.0% |
Q4 2018 | $609,000 | -12.8% | 5,545 | 0.0% | 0.10% | +19.0% |
Q3 2018 | $698,000 | – | 5,545 | – | 0.08% | – |
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% |