MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,377,020 | -42.4% | 24,935 | -40.0% | 0.01% | -46.2% |
| Q1 2024 | $12,818,016 | +95.8% | 41,567 | +81.8% | 0.03% | +116.7% |
| Q4 2023 | $6,545,776 | -79.9% | 22,869 | -83.5% | 0.01% | -86.0% |
| Q3 2023 | $32,559,360 | +15.7% | 139,000 | -3.1% | 0.09% | +16.2% |
| Q2 2023 | $28,131,160 | +861.7% | 143,475 | +1240.1% | 0.07% | +1380.0% |
| Q1 2022 | $2,925,000 | -45.9% | 10,706 | -32.3% | 0.01% | -37.5% |
| Q4 2021 | $5,410,000 | +151.0% | 15,818 | +90.2% | 0.01% | +100.0% |
| Q3 2021 | $2,155,000 | -57.7% | 8,318 | -58.1% | 0.00% | -55.6% |
| Q2 2021 | $5,100,000 | +913.9% | 19,837 | +788.0% | 0.01% | +800.0% |
| Q1 2021 | $503,000 | -91.7% | 2,234 | -91.5% | 0.00% | -92.3% |
| Q4 2020 | $6,091,000 | +139.5% | 26,303 | +66.1% | 0.01% | +85.7% |
| Q3 2020 | $2,543,000 | -72.4% | 15,833 | -75.8% | 0.01% | -78.1% |
| Q2 2020 | $9,212,000 | +862.6% | 65,349 | +759.7% | 0.03% | +700.0% |
| Q3 2018 | $957,000 | +71.5% | 7,601 | +32.0% | 0.00% | +33.3% |
| Q4 2017 | $558,000 | +14.1% | 5,760 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $489,000 | +8.4% | 5,760 | 0.0% | 0.00% | +50.0% |
| Q2 2017 | $451,000 | -0.4% | 5,760 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $453,000 | +6.8% | 5,760 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $424,000 | -7.0% | 5,760 | 0.0% | 0.00% | -33.3% |
| Q3 2016 | $456,000 | -3.2% | 5,760 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $471,000 | -7.3% | 5,760 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $508,000 | +9.7% | 5,760 | 0.0% | 0.00% | +50.0% |
| Q4 2015 | $463,000 | +0.2% | 5,760 | 0.0% | 0.00% | -33.3% |
| Q3 2015 | $462,000 | +66.2% | 5,760 | +64.6% | 0.00% | +200.0% |
| Q2 2015 | $278,000 | +16.3% | 3,500 | +9.4% | 0.00% | 0.0% |
| Q1 2015 | $239,000 | – | 3,200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 64,083 | $7,450,000 | 11.14% |
| GOLDEN GATE PRIVATE EQUITY, INC. | 80,716 | $9,383,000 | 4.35% |
| Chicago Capital, LLC | 143,097 | $16,635,000 | 1.34% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,781,969 | $207,155,000 | 1.18% |
| AMERICAN CAPITAL MANAGEMENT INC | 201,792 | $23,458,000 | 1.14% |
| Copeland Capital Management, LLC | 156,443 | $18,187,000 | 1.11% |
| FCF Advisors LLC | 7,383 | $864,000 | 0.99% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,587,517 | $184,549,000 | 0.96% |
| ROYCE & ASSOCIATES LP | 515,691 | $59,949,000 | 0.82% |
| BAMCO INC /NY/ | 1,364,284 | $158,598,000 | 0.78% |