MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $763 | -99.9% | 3,523 | 0.0% | 0.10% | -2.0% |
| Q3 2022 | $748,000 | -12.2% | 3,523 | -0.0% | 0.10% | -7.3% |
| Q2 2022 | $852,000 | -11.5% | 3,524 | 0.0% | 0.11% | +4.8% |
| Q1 2022 | $963,000 | -20.5% | 3,524 | -0.6% | 0.10% | -14.0% |
| Q4 2021 | $1,212,000 | +20.5% | 3,544 | -8.8% | 0.12% | +17.5% |
| Q3 2021 | $1,006,000 | -9.9% | 3,884 | -72.7% | 0.10% | +56.1% |
| Q2 2017 | $1,116,000 | +16.5% | 14,240 | +16.8% | 0.07% | +11.9% |
| Q1 2017 | $958,000 | +4.7% | 12,190 | -2.0% | 0.06% | 0.0% |
| Q4 2016 | $915,000 | +8.0% | 12,440 | +16.4% | 0.06% | +3.5% |
| Q3 2016 | $847,000 | +138.6% | 10,690 | +146.3% | 0.06% | +111.1% |
| Q2 2016 | $355,000 | -7.3% | 4,340 | 0.0% | 0.03% | -10.0% |
| Q1 2016 | $383,000 | +7.9% | 4,340 | -1.6% | 0.03% | +3.4% |
| Q4 2015 | $355,000 | +19.1% | 4,410 | +18.9% | 0.03% | +3.6% |
| Q3 2015 | $298,000 | +23.1% | 3,710 | +22.0% | 0.03% | +27.3% |
| Q2 2015 | $242,000 | -63.8% | 3,040 | -69.1% | 0.02% | -67.6% |
| Q3 2014 | $668,000 | +2.9% | 9,840 | +8.8% | 0.07% | +4.6% |
| Q2 2014 | $649,000 | -22.8% | 9,040 | -15.0% | 0.06% | -27.0% |
| Q1 2014 | $841,000 | -8.0% | 10,640 | -9.1% | 0.09% | -9.2% |
| Q4 2013 | $914,000 | -28.4% | 11,700 | -27.3% | 0.10% | -27.9% |
| Q3 2013 | $1,276,000 | -4.3% | 16,100 | -6.4% | 0.14% | -4.2% |
| Q2 2013 | $1,334,000 | – | 17,200 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,500 | $8,624,000 | 2.82% |
| Chicago Capital, LLC | 156,642 | $19,721,000 | 1.36% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 2,261,872 | $284,770,000 | 1.32% |
| Palo Capital, Inc. | 28,629 | $3,604,000 | 1.30% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,752,226 | $220,605,000 | 1.29% |
| AMERICAN CAPITAL MANAGEMENT INC | 214,850 | $27,050,000 | 1.18% |
| Force Capital Management LLC | 9,349 | $1,177,000 | 1.18% |
| Copeland Capital Management, LLC | 145,246 | $18,287,000 | 1.11% |
| Sapphire Star Partners LP | 7,916 | $997,000 | 1.00% |
| BAMCO INC /NY/ | 1,457,606 | $183,513,000 | 0.76% |