MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 291 filers reported holding MORNINGSTAR INC in Q2 2023. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,449 | +19.5% | 241 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $47,250 | -3.4% | 241 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $48,928 | +60.2% | 241 | +70.9% | 0.00% | 0.0% |
| Q4 2022 | $30,539 | +79.6% | 141 | +76.2% | 0.00% | – |
| Q3 2022 | $17,000 | -10.5% | 80 | 0.0% | 0.00% | – |
| Q2 2022 | $19,000 | -13.6% | 80 | 0.0% | 0.00% | – |
| Q1 2022 | $22,000 | +15.8% | 80 | +42.9% | 0.00% | – |
| Q4 2021 | $19,000 | +26.7% | 56 | 0.0% | 0.00% | – |
| Q3 2021 | $15,000 | +7.1% | 56 | 0.0% | 0.00% | – |
| Q2 2021 | $14,000 | +7.7% | 56 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | +225.0% | 56 | +1.8% | 0.00% | – |
| Q1 2017 | $4,000 | -81.0% | 55 | -80.6% | 0.00% | -100.0% |
| Q1 2015 | $21,000 | – | 284 | – | 0.00% | – |
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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% |