MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 149 filers reported holding MORNINGSTAR INC in Q1 2014. The put-call ratio across all filers is 0.85 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $596,000 | +0.8% | 2,650 | +3.9% | 0.11% | -13.5% |
| Q4 2020 | $591,000 | -26.3% | 2,550 | -75.0% | 0.13% | -33.7% |
| Q1 2017 | $802,000 | +6.9% | 10,200 | 0.0% | 0.19% | +1.6% |
| Q4 2016 | $750,000 | -7.3% | 10,200 | 0.0% | 0.19% | -7.4% |
| Q3 2016 | $809,000 | -3.0% | 10,200 | 0.0% | 0.20% | -11.4% |
| Q2 2016 | $834,000 | -7.3% | 10,200 | 0.0% | 0.23% | -5.4% |
| Q1 2016 | $900,000 | +9.8% | 10,200 | 0.0% | 0.24% | +10.0% |
| Q4 2015 | $820,000 | +338.5% | 10,200 | +325.0% | 0.22% | +852.2% |
| Q4 2013 | $187,000 | – | 2,400 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,300 | $6,623,000 | 5.57% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
| Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
| AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
| Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
| Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
| BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
| Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
| Force Capital Management LLC | 4,715 | $457,000 | 0.48% |