MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,003,659 | +12.0% | 38,416 | -7.0% | 0.04% | +17.6% |
Q2 2023 | $8,041,748 | -4.1% | 41,293 | -0.9% | 0.03% | -10.5% |
Q1 2023 | $8,381,449 | -24.8% | 41,685 | -17.9% | 0.04% | -29.6% |
Q4 2022 | $11,148,965 | +6.7% | 50,788 | +3.4% | 0.05% | +1.9% |
Q3 2022 | $10,451,000 | -10.4% | 49,106 | +1.7% | 0.05% | -3.6% |
Q2 2022 | $11,667,000 | -12.6% | 48,303 | -0.0% | 0.06% | +5.8% |
Q1 2022 | $13,350,000 | +10.8% | 48,327 | +37.6% | 0.05% | +23.8% |
Q4 2021 | $12,047,000 | +66.1% | 35,131 | +26.7% | 0.04% | +50.0% |
Q3 2021 | $7,251,000 | +342.1% | 27,737 | +86.1% | 0.03% | +600.0% |
Q4 2018 | $1,640,000 | -49.4% | 14,906 | -41.9% | 0.00% | -42.9% |
Q3 2018 | $3,238,000 | -31.8% | 25,664 | -30.8% | 0.01% | -30.0% |
Q2 2018 | $4,748,000 | – | 37,107 | – | 0.01% | – |
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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% |
ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
Force Capital Management LLC | 3,884 | $489,000 | 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% |