MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 141 filers reported holding MORNINGSTAR INC in Q1 2015. The put-call ratio across all filers is 3.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,776,121 | -5.8% | 26,284 | -1.9% | 0.15% | -2.6% |
Q1 2024 | $8,258,457 | +3.7% | 26,781 | -3.7% | 0.15% | -2.6% |
Q4 2023 | $7,963,769 | +21.7% | 27,822 | -0.4% | 0.16% | +14.8% |
Q3 2023 | $6,542,792 | +2.2% | 27,932 | -14.4% | 0.14% | +7.1% |
Q2 2023 | $6,400,117 | -8.3% | 32,642 | -5.1% | 0.13% | -9.4% |
Q1 2023 | $6,982,608 | -10.4% | 34,392 | -4.4% | 0.14% | -12.0% |
Q4 2022 | $7,795,724 | +0.5% | 35,993 | -1.4% | 0.16% | -4.8% |
Q3 2022 | $7,754,000 | -16.6% | 36,518 | -5.0% | 0.17% | -10.8% |
Q2 2022 | $9,295,000 | -16.4% | 38,438 | -5.6% | 0.19% | +1.6% |
Q1 2022 | $11,123,000 | -23.8% | 40,718 | -4.7% | 0.18% | -16.1% |
Q4 2021 | $14,605,000 | +27.7% | 42,705 | -3.3% | 0.22% | +23.9% |
Q3 2021 | $11,440,000 | -2.5% | 44,165 | -3.3% | 0.18% | 0.0% |
Q2 2021 | $11,738,000 | +13.9% | 45,655 | -0.3% | 0.18% | +6.7% |
Q1 2021 | $10,307,000 | -4.8% | 45,800 | -2.1% | 0.16% | -9.8% |
Q4 2020 | $10,829,000 | +43.6% | 46,765 | -0.4% | 0.18% | +23.6% |
Q3 2020 | $7,539,000 | +537.3% | 46,940 | +459.5% | 0.15% | +516.7% |
Q2 2020 | $1,183,000 | +10.4% | 8,390 | -9.1% | 0.02% | -4.0% |
Q1 2020 | $1,072,000 | -24.0% | 9,225 | -1.1% | 0.02% | 0.0% |
Q4 2019 | $1,411,000 | +4.4% | 9,325 | +0.8% | 0.02% | 0.0% |
Q3 2019 | $1,352,000 | -1.1% | 9,250 | -2.1% | 0.02% | +4.2% |
Q2 2019 | $1,367,000 | +14.8% | 9,450 | 0.0% | 0.02% | +14.3% |
Q1 2019 | $1,191,000 | +10.1% | 9,450 | -4.1% | 0.02% | -4.5% |
Q4 2018 | $1,082,000 | -14.1% | 9,850 | -1.5% | 0.02% | +10.0% |
Q3 2018 | $1,259,000 | -3.3% | 10,000 | -1.5% | 0.02% | -9.1% |
Q2 2018 | $1,302,000 | +4.1% | 10,150 | -22.5% | 0.02% | +4.8% |
Q1 2018 | $1,251,000 | -11.0% | 13,092 | -9.7% | 0.02% | -12.5% |
Q4 2017 | $1,405,000 | +9.5% | 14,492 | -4.0% | 0.02% | +9.1% |
Q3 2017 | $1,283,000 | -1.5% | 15,092 | -9.2% | 0.02% | -4.3% |
Q2 2017 | $1,302,000 | -19.0% | 16,617 | -18.7% | 0.02% | -20.7% |
Q1 2017 | $1,607,000 | +3.5% | 20,442 | -3.2% | 0.03% | 0.0% |
Q4 2016 | $1,553,000 | -9.2% | 21,115 | -2.2% | 0.03% | -6.5% |
Q3 2016 | $1,711,000 | -12.3% | 21,590 | -9.4% | 0.03% | -11.4% |
Q2 2016 | $1,950,000 | -8.8% | 23,840 | -1.5% | 0.04% | -5.4% |
Q1 2016 | $2,137,000 | +9.1% | 24,215 | -0.6% | 0.04% | +15.6% |
Q4 2015 | $1,959,000 | -2.8% | 24,365 | -3.0% | 0.03% | 0.0% |
Q3 2015 | $2,016,000 | -1.9% | 25,115 | -2.7% | 0.03% | +14.3% |
Q2 2015 | $2,054,000 | -3.7% | 25,815 | -9.3% | 0.03% | +7.7% |
Q1 2015 | $2,132,000 | -1.8% | 28,465 | -15.2% | 0.03% | +4.0% |
Q4 2014 | $2,172,000 | -88.6% | 33,565 | -88.1% | 0.02% | -88.6% |
Q3 2014 | $19,136,000 | -73.2% | 281,833 | -71.7% | 0.22% | -71.4% |
Q2 2014 | $71,535,000 | -23.8% | 996,169 | -16.2% | 0.77% | -22.9% |
Q1 2014 | $93,927,000 | +1.0% | 1,188,644 | -0.2% | 1.00% | 0.0% |
Q4 2013 | $92,985,000 | -4.1% | 1,190,742 | -2.6% | 1.00% | -12.2% |
Q3 2013 | $96,945,000 | +1.2% | 1,223,127 | -0.9% | 1.13% | -9.6% |
Q2 2013 | $95,767,000 | – | 1,234,427 | – | 1.25% | – |
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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% |