MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 353 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $48,811 | +4.8% | 165 | +9.3% | 0.00% | 0.0% |
| Q1 2024 | $46,561 | +7.7% | 151 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $43,219 | -23.4% | 151 | -37.3% | 0.00% | 0.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 64,083 | $7,450,000 | 11.14% |
| GOLDEN GATE PRIVATE EQUITY, INC. | 80,716 | $9,383,000 | 4.35% |
| Chicago Capital, LLC | 143,097 | $16,635,000 | 1.34% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,781,969 | $207,155,000 | 1.18% |
| AMERICAN CAPITAL MANAGEMENT INC | 201,792 | $23,458,000 | 1.14% |
| Copeland Capital Management, LLC | 156,443 | $18,187,000 | 1.11% |
| FCF Advisors LLC | 7,383 | $864,000 | 0.99% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,587,517 | $184,549,000 | 0.96% |
| ROYCE & ASSOCIATES LP | 515,691 | $59,949,000 | 0.82% |
| BAMCO INC /NY/ | 1,364,284 | $158,598,000 | 0.78% |