MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 223 filers reported holding MORNINGSTAR INC in Q4 2018. The put-call ratio across all filers is 5.65 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $167,131,645 | +113.6% | 713,506 | +78.8% | 0.01% | +125.0% |
Q2 2023 | $78,238,204 | -2.5% | 399,032 | +1.0% | 0.00% | -20.0% |
Q1 2023 | $80,217,559 | -51.8% | 395,102 | -48.6% | 0.01% | 0.0% |
Q4 2022 | $166,552,078 | +102.0% | 768,974 | +98.0% | 0.01% | 0.0% |
Q3 2022 | $82,443,000 | -9.8% | 388,294 | +2.9% | 0.01% | 0.0% |
Q2 2022 | $91,412,000 | -9.3% | 377,444 | +2.4% | 0.01% | 0.0% |
Q1 2022 | $100,820,000 | -19.8% | 368,593 | +0.3% | 0.01% | -16.7% |
Q4 2021 | $125,707,000 | +37.2% | 367,576 | +3.9% | 0.01% | +20.0% |
Q3 2021 | $91,651,000 | +2.0% | 353,824 | +1.3% | 0.01% | 0.0% |
Q2 2021 | $89,846,000 | +43.1% | 349,447 | +25.2% | 0.01% | +25.0% |
Q1 2021 | $62,799,000 | -5.0% | 279,058 | -2.1% | 0.00% | 0.0% |
Q4 2020 | $66,078,000 | +43.4% | 284,959 | -0.7% | 0.00% | +33.3% |
Q3 2020 | $46,077,000 | +9.7% | 286,890 | -3.7% | 0.00% | 0.0% |
Q2 2020 | $42,011,000 | +23.9% | 298,014 | +2.2% | 0.00% | 0.0% |
Q1 2020 | $33,912,000 | -16.8% | 291,717 | +8.3% | 0.00% | 0.0% |
Q4 2019 | $40,763,000 | +3.2% | 269,402 | -0.4% | 0.00% | 0.0% |
Q3 2019 | $39,513,000 | -0.2% | 270,381 | -1.2% | 0.00% | 0.0% |
Q2 2019 | $39,574,000 | +16.1% | 273,601 | +1.1% | 0.00% | 0.0% |
Q1 2019 | $34,091,000 | +7.8% | 270,585 | -6.0% | 0.00% | 0.0% |
Q4 2018 | $31,614,000 | -14.6% | 287,821 | -2.2% | 0.00% | 0.0% |
Q3 2018 | $37,035,000 | +4.2% | 294,155 | +6.2% | 0.00% | 0.0% |
Q2 2018 | $35,542,000 | +27.5% | 277,101 | -5.1% | 0.00% | +50.0% |
Q1 2018 | $27,878,000 | -3.6% | 291,857 | -2.1% | 0.00% | 0.0% |
Q4 2017 | $28,919,000 | +16.8% | 298,173 | +2.3% | 0.00% | 0.0% |
Q3 2017 | $24,760,000 | +10.5% | 291,436 | +1.9% | 0.00% | 0.0% |
Q2 2017 | $22,415,000 | +6.7% | 286,049 | +7.0% | 0.00% | 0.0% |
Q1 2017 | $21,013,000 | +9.5% | 267,319 | +2.4% | 0.00% | 0.0% |
Q4 2016 | $19,192,000 | -3.9% | 260,978 | +3.6% | 0.00% | 0.0% |
Q3 2016 | $19,969,000 | +3.1% | 251,865 | +6.3% | 0.00% | 0.0% |
Q2 2016 | $19,376,000 | -8.4% | 236,926 | -1.1% | 0.00% | 0.0% |
Q1 2016 | $21,143,000 | +11.9% | 239,475 | +1.8% | 0.00% | 0.0% |
Q4 2015 | $18,902,000 | +2.6% | 235,126 | +2.4% | 0.00% | 0.0% |
Q3 2015 | $18,426,000 | -1.5% | 229,653 | -2.3% | 0.00% | 0.0% |
Q2 2015 | $18,698,000 | +6.0% | 235,048 | -0.2% | 0.00% | 0.0% |
Q1 2015 | $17,640,000 | +15.4% | 235,557 | -0.3% | 0.00% | 0.0% |
Q4 2014 | $15,286,000 | -3.2% | 236,276 | +1.6% | 0.00% | 0.0% |
Q3 2014 | $15,787,000 | -13.1% | 232,514 | -8.2% | 0.00% | 0.0% |
Q2 2014 | $18,177,000 | -10.4% | 253,214 | -1.4% | 0.00% | 0.0% |
Q1 2014 | $20,286,000 | -49.3% | 256,732 | -55.3% | 0.00% | -33.3% |
Q4 2013 | $40,031,000 | +89.6% | 574,533 | +115.6% | 0.00% | 0.0% |
Q3 2013 | $21,115,000 | -4.5% | 266,426 | -6.6% | 0.00% | 0.0% |
Q2 2013 | $22,120,000 | – | 285,106 | – | 0.00% | – |
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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% |