MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 177 filers reported holding MORNINGSTAR INC in Q1 2018. The put-call ratio across all filers is 1.22 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $35,716,000 | -9.5% | 130,746 | +13.3% | 0.02% | -5.0% |
| Q4 2021 | $39,456,000 | +29.6% | 115,372 | -1.8% | 0.02% | +17.6% |
| Q3 2021 | $30,442,000 | +0.7% | 117,524 | -0.0% | 0.02% | 0.0% |
| Q2 2021 | $30,217,000 | +11.7% | 117,525 | -2.2% | 0.02% | +6.2% |
| Q1 2021 | $27,044,000 | -9.2% | 120,173 | -6.6% | 0.02% | -15.8% |
| Q4 2020 | $29,780,000 | +49.1% | 128,602 | +3.4% | 0.02% | +35.7% |
| Q3 2020 | $19,969,000 | +12.5% | 124,330 | -1.3% | 0.01% | 0.0% |
| Q2 2020 | $17,749,000 | +14.5% | 125,907 | -5.6% | 0.01% | 0.0% |
| Q1 2020 | $15,501,000 | -22.7% | 133,345 | +0.6% | 0.01% | -6.7% |
| Q4 2019 | $20,049,000 | -5.7% | 132,503 | -8.9% | 0.02% | -11.8% |
| Q3 2019 | $21,255,000 | -1.1% | 145,442 | -2.1% | 0.02% | -5.6% |
| Q2 2019 | $21,490,000 | +5.4% | 148,579 | -8.2% | 0.02% | 0.0% |
| Q1 2019 | $20,390,000 | +10.1% | 161,842 | -4.0% | 0.02% | 0.0% |
| Q4 2018 | $18,526,000 | -30.5% | 168,665 | -20.3% | 0.02% | -21.7% |
| Q3 2018 | $26,643,000 | -3.9% | 211,624 | -2.1% | 0.02% | -11.5% |
| Q2 2018 | $27,722,000 | +27.8% | 216,157 | -4.8% | 0.03% | +23.8% |
| Q1 2018 | $21,692,000 | +5.7% | 227,094 | +7.3% | 0.02% | +5.0% |
| Q4 2017 | $20,530,000 | +15.5% | 211,712 | +1.2% | 0.02% | +5.3% |
| Q3 2017 | $17,777,000 | +9.4% | 209,169 | +0.8% | 0.02% | 0.0% |
| Q2 2017 | $16,251,000 | -2.5% | 207,443 | -2.2% | 0.02% | -24.0% |
| Q1 2017 | $16,672,000 | +7.5% | 212,117 | +0.6% | 0.02% | +13.6% |
| Q4 2016 | $15,508,000 | -19.5% | 210,822 | -13.3% | 0.02% | -24.1% |
| Q3 2016 | $19,276,000 | -6.9% | 243,172 | -4.0% | 0.03% | -12.1% |
| Q2 2016 | $20,715,000 | -7.6% | 253,307 | -0.3% | 0.03% | -8.3% |
| Q1 2016 | $22,416,000 | +9.8% | 253,952 | +0.0% | 0.04% | +2.9% |
| Q4 2015 | $20,412,000 | -3.7% | 253,852 | -3.8% | 0.04% | -14.6% |
| Q3 2015 | $21,188,000 | +2.3% | 263,987 | +1.4% | 0.04% | +2.5% |
| Q2 2015 | $20,706,000 | +6.7% | 260,294 | +0.4% | 0.04% | +2.6% |
| Q1 2015 | $19,414,000 | +32.9% | 259,171 | +14.8% | 0.04% | +25.8% |
| Q4 2014 | $14,608,000 | -17.5% | 225,752 | -13.4% | 0.03% | -20.5% |
| Q3 2014 | $17,696,000 | +2.0% | 260,615 | +7.8% | 0.04% | 0.0% |
| Q2 2014 | $17,353,000 | -20.9% | 241,653 | -12.9% | 0.04% | -25.0% |
| Q1 2014 | $21,933,000 | +25.4% | 277,557 | +23.9% | 0.05% | +23.8% |
| Q4 2013 | $17,488,000 | +60.2% | 223,943 | +62.6% | 0.04% | +40.0% |
| Q3 2013 | $10,918,000 | +7.6% | 137,754 | +5.3% | 0.03% | 0.0% |
| Q2 2013 | $10,146,000 | – | 130,781 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ATLANTA CAPITAL MANAGEMENT CO L L C | 3,344,171 | $245,997,000 | 1.57% |
| Palo Capital, Inc. | 29,660 | $2,182,000 | 1.37% |
| AMERICAN CAPITAL MANAGEMENT INC | 204,371 | $15,034,000 | 1.16% |
| GOLDEN GATE PRIVATE EQUITY, INC. | 33,317 | $2,451,000 | 0.96% |
| BAMCO INC /NY/ | 1,556,884 | $114,524,000 | 0.64% |
| Copeland Capital Management, LLC | 134,140 | $9,867,000 | 0.64% |
| RAMSEY QUANTITATIVE SYSTEMS | 6,154 | $453,000 | 0.61% |
| Zebra Capital Management LLC | 21,243 | $1,563,000 | 0.47% |
| ROYCE & ASSOCIATES LP | 780,705 | $57,429,000 | 0.37% |
| JOHNSON INVESTMENT COUNSEL INC | 143,719 | $10,571,000 | 0.32% |