MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 175 filers reported holding MORNINGSTAR INC in Q2 2016. The put-call ratio across all filers is 0.13 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $102,068 | +2.5% | 345 | +6.2% | 0.00% | 0.0% |
| Q1 2024 | $99,554 | +7.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $93,028 | +13.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $82,303 | +29.2% | 325 | 0.0% | 0.00% | +100.0% |
| Q2 2023 | $63,723 | -29.2% | 325 | -26.6% | 0.00% | -50.0% |
| Q1 2023 | $89,942 | -65.8% | 443 | -60.9% | 0.00% | -60.0% |
| Q4 2020 | $263,000 | -17.8% | 1,134 | -43.0% | 0.01% | -28.6% |
| Q3 2020 | $320,000 | -59.2% | 1,991 | -64.2% | 0.01% | -61.1% |
| Q2 2020 | $784,000 | +15.1% | 5,559 | -5.0% | 0.02% | -10.0% |
| Q1 2020 | $681,000 | -26.1% | 5,854 | -3.9% | 0.02% | -4.8% |
| Q4 2019 | $922,000 | +58.4% | 6,094 | +52.9% | 0.02% | +50.0% |
| Q3 2019 | $582,000 | +27.4% | 3,985 | -23.0% | 0.01% | -17.6% |
| Q1 2016 | $457,000 | – | 5,178 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ATLANTA CAPITAL MANAGEMENT CO L L C | 4,028,063 | $319,264,000 | 2.26% |
| TAMRO Capital Partners LLC | 560,850 | $44,453,000 | 1.84% |
| AMERICAN CAPITAL MANAGEMENT INC | 146,785 | $11,634,000 | 1.56% |
| Conestoga Capital Advisors, LLC | 208,903 | $16,558,000 | 1.42% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,223,127 | $96,945,000 | 1.13% |
| BAMCO INC /NY/ | 1,693,170 | $134,201,000 | 0.62% |
| ROYCE & ASSOCIATES LP | 1,832,953 | $145,280,000 | 0.43% |
| YHB Investment Advisors, Inc. | 15,105 | $1,197,000 | 0.35% |
| SENTINEL ASSET MANAGEMENT, INC. | 183,430 | $14,539,000 | 0.30% |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 23,000 | $1,823,000 | 0.28% |