MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 154 filers reported holding MORNINGSTAR INC in Q3 2017. The put-call ratio across all filers is 0.21 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $478,000 | -11.5% | 1,972 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $540,000 | -20.1% | 1,972 | -0.1% | 0.01% | -11.1% |
| Q4 2021 | $676,000 | +32.0% | 1,973 | 0.0% | 0.01% | +28.6% |
| Q3 2021 | $512,000 | -0.8% | 1,973 | -1.5% | 0.01% | +16.7% |
| Q2 2021 | $516,000 | +8.9% | 2,003 | -4.8% | 0.01% | +20.0% |
| Q1 2021 | $474,000 | -42.6% | 2,103 | -41.0% | 0.01% | -44.4% |
| Q4 2020 | $826,000 | -68.4% | 3,564 | -78.1% | 0.01% | -71.0% |
| Q3 2020 | $2,613,000 | -81.8% | 16,268 | -84.0% | 0.03% | -81.7% |
| Q2 2020 | $14,326,000 | +17.0% | 101,612 | -3.5% | 0.17% | +3.7% |
| Q1 2020 | $12,244,000 | -24.1% | 105,312 | -1.2% | 0.16% | -1.2% |
| Q4 2019 | $16,125,000 | -16.1% | 106,563 | -19.0% | 0.16% | -15.8% |
| Q3 2019 | $19,223,000 | +1.9% | 131,530 | +0.8% | 0.20% | -0.5% |
| Q2 2019 | $18,866,000 | +12.2% | 130,429 | -2.2% | 0.20% | +8.2% |
| Q1 2019 | $16,812,000 | +21.0% | 133,429 | +5.5% | 0.18% | -1.1% |
| Q4 2018 | $13,899,000 | -14.9% | 126,529 | -2.5% | 0.18% | -3.7% |
| Q3 2018 | $16,334,000 | -1.0% | 129,729 | +0.9% | 0.19% | -5.9% |
| Q2 2018 | $16,498,000 | +39.6% | 128,628 | +4.0% | 0.20% | +33.6% |
| Q1 2018 | $11,821,000 | +14.1% | 123,735 | +15.8% | 0.15% | +10.9% |
| Q4 2017 | $10,363,000 | +15.4% | 106,857 | +1.1% | 0.14% | +13.2% |
| Q3 2017 | $8,980,000 | +7.5% | 105,655 | -0.9% | 0.12% | +2.5% |
| Q2 2017 | $8,357,000 | -1.0% | 106,655 | -0.7% | 0.12% | -3.3% |
| Q1 2017 | $8,439,000 | +14.9% | 107,355 | +7.5% | 0.12% | +17.3% |
| Q4 2016 | $7,346,000 | -9.9% | 99,855 | -2.9% | 0.10% | -14.0% |
| Q3 2016 | $8,154,000 | -6.4% | 102,855 | -3.4% | 0.12% | -16.0% |
| Q2 2016 | $8,707,000 | +21.2% | 106,455 | +30.9% | 0.14% | +1.4% |
| Q1 2016 | $7,182,000 | – | 81,355 | – | 0.14% | – |
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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% |
| Force Capital Management LLC | 3,884 | $489,000 | 1.14% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 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% |