MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 302 filers reported holding MORNINGSTAR INC in Q4 2020. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,637,000 | +10.2% | 6,319 | +9.4% | 0.11% | +10.3% |
| Q2 2021 | $1,485,000 | +26.1% | 5,776 | +10.3% | 0.10% | +16.9% |
| Q1 2021 | $1,178,000 | +2.6% | 5,236 | +5.6% | 0.08% | -5.7% |
| Q4 2020 | $1,148,000 | +51.3% | 4,956 | +4.9% | 0.09% | +33.3% |
| Q3 2020 | $759,000 | +20.3% | 4,726 | +5.5% | 0.07% | +26.9% |
| Q2 2020 | $631,000 | +18.8% | 4,480 | -2.0% | 0.05% | +4.0% |
| Q1 2020 | $531,000 | -25.4% | 4,570 | -2.8% | 0.05% | -2.0% |
| Q4 2019 | $712,000 | +14.7% | 4,703 | +10.6% | 0.05% | +4.1% |
| Q3 2019 | $621,000 | +18.5% | 4,253 | +17.5% | 0.05% | +14.0% |
| Q2 2019 | $524,000 | +18.6% | 3,620 | +3.1% | 0.04% | +13.2% |
| Q1 2019 | $442,000 | +14.5% | 3,511 | 0.0% | 0.04% | +2.7% |
| Q4 2018 | $386,000 | -10.4% | 3,511 | +2.5% | 0.04% | +2.8% |
| Q3 2018 | $431,000 | -0.7% | 3,426 | +1.2% | 0.04% | -7.7% |
| Q2 2018 | $434,000 | +36.1% | 3,386 | +1.3% | 0.04% | +30.0% |
| Q1 2018 | $319,000 | +1.9% | 3,341 | +3.6% | 0.03% | +7.1% |
| Q4 2017 | $313,000 | +14.2% | 3,226 | 0.0% | 0.03% | +7.7% |
| Q3 2017 | $274,000 | +8.3% | 3,226 | 0.0% | 0.03% | +4.0% |
| Q2 2017 | $253,000 | – | 3,226 | – | 0.02% | – |
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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% |