MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,342 | +170.4% | 10 | +150.0% | 0.00% | – |
| Q4 2022 | $866 | -56.7% | 4 | -71.4% | 0.00% | – |
| Q3 2022 | $2,000 | -50.0% | 14 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | +100.0% | 14 | +100.0% | 0.00% | – |
| Q1 2022 | $2,000 | -33.3% | 7 | -22.2% | 0.00% | – |
| Q4 2021 | $3,000 | +50.0% | 9 | +28.6% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 7 | -22.2% | 0.00% | – |
| Q2 2021 | $2,000 | -97.1% | 9 | -97.1% | 0.00% | – |
| Q1 2021 | $70,000 | +125.8% | 315 | +26.0% | 0.00% | – |
| Q1 2019 | $31,000 | 0.0% | 250 | -11.0% | 0.00% | – |
| Q4 2018 | $31,000 | -11.4% | 281 | 0.0% | 0.00% | – |
| Q3 2018 | $35,000 | +775.0% | 281 | +473.5% | 0.00% | – |
| Q3 2017 | $4,000 | +100.0% | 49 | +69.0% | 0.00% | – |
| Q4 2016 | $2,000 | -66.7% | 29 | -61.3% | 0.00% | – |
| Q3 2015 | $6,000 | – | 75 | +1400.0% | 0.00% | – |
| Q4 2014 | $0 | – | 5 | – | 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% |