MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 316 filers reported holding MORNINGSTAR INC in Q3 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,852 | +10.4% | 7,908 | -7.6% | 0.00% | 0.0% |
| Q2 2023 | $1,678 | +2.3% | 8,562 | +5.9% | 0.00% | 0.0% |
| Q1 2023 | $1,641 | -10.3% | 8,083 | -4.3% | 0.00% | 0.0% |
| Q4 2022 | $1,829 | -99.9% | 8,445 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $1,793,000 | -12.2% | 8,445 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $2,041,000 | -5.4% | 8,445 | +6.9% | 0.01% | 0.0% |
| Q1 2022 | $2,158,000 | -19.7% | 7,900 | +0.5% | 0.01% | 0.0% |
| Q4 2021 | $2,688,000 | +35.8% | 7,859 | +2.8% | 0.01% | +25.0% |
| Q3 2021 | $1,980,000 | +19.3% | 7,643 | +18.4% | 0.00% | 0.0% |
| Q2 2021 | $1,660,000 | -21.5% | 6,456 | -31.3% | 0.00% | -20.0% |
| Q1 2021 | $2,114,000 | -33.1% | 9,396 | -31.1% | 0.01% | -37.5% |
| Q4 2020 | $3,158,000 | +171.5% | 13,635 | +88.4% | 0.01% | +166.7% |
| Q3 2020 | $1,163,000 | +16.9% | 7,237 | +2.6% | 0.00% | 0.0% |
| Q2 2020 | $995,000 | +14.4% | 7,053 | -5.7% | 0.00% | -25.0% |
| Q1 2020 | $870,000 | -0.1% | 7,483 | +30.0% | 0.00% | +33.3% |
| Q4 2019 | $871,000 | +15.4% | 5,756 | +11.4% | 0.00% | 0.0% |
| Q3 2019 | $755,000 | +32.5% | 5,165 | +31.1% | 0.00% | +50.0% |
| Q2 2019 | $570,000 | +322.2% | 3,941 | +266.6% | 0.00% | +100.0% |
| Q1 2019 | $135,000 | -14.6% | 1,075 | -25.2% | 0.00% | 0.0% |
| Q4 2018 | $158,000 | -19.0% | 1,438 | -7.1% | 0.00% | 0.0% |
| Q3 2018 | $195,000 | +214.5% | 1,548 | +221.2% | 0.00% | – |
| Q2 2018 | $62,000 | +55.0% | 482 | +12.9% | 0.00% | – |
| Q1 2018 | $40,000 | +66.7% | 427 | +75.0% | 0.00% | – |
| Q4 2017 | $24,000 | +14.3% | 244 | 0.0% | 0.00% | – |
| Q3 2017 | $21,000 | -99.8% | 244 | -99.9% | 0.00% | -100.0% |
| Q4 2016 | $12,936,000 | -7.2% | 175,852 | 0.0% | 0.06% | -14.3% |
| Q3 2016 | $13,940,000 | – | 175,852 | – | 0.07% | – |
| Q2 2016 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q1 2016 | $7,000 | +250.0% | 82 | +173.3% | 0.00% | – |
| Q4 2013 | $2,000 | – | 30 | – | 0.00% | – |
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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% |