MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 170 filers reported holding MORNINGSTAR INC in Q1 2017. The put-call ratio across all filers is - 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. | 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% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
| Force Capital Management LLC | 3,884 | $489,000 | 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% |