MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q3 2022. The put-call ratio across all filers is 4.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,679,501 | -55.1% | 7,170 | -62.4% | 0.01% | -44.4% |
| Q2 2023 | $3,741,996 | +152.5% | 19,085 | +161.4% | 0.01% | +125.0% |
| Q1 2023 | $1,482,119 | +158.7% | 7,300 | +170.4% | 0.00% | +100.0% |
| Q3 2022 | $573,000 | -90.1% | 2,700 | -89.2% | 0.00% | -88.2% |
| Q4 2020 | $5,810,000 | +533.6% | 25,088 | +339.3% | 0.02% | +466.7% |
| Q3 2020 | $917,000 | +56.0% | 5,711 | +36.9% | 0.00% | 0.0% |
| Q2 2020 | $588,000 | -2.3% | 4,172 | -49.0% | 0.00% | +50.0% |
| Q4 2016 | $602,000 | -68.3% | 8,185 | -65.9% | 0.00% | -71.4% |
| Q3 2016 | $1,901,000 | +58.7% | 23,984 | +61.0% | 0.01% | +16.7% |
| Q4 2015 | $1,198,000 | -2.4% | 14,900 | -5.2% | 0.01% | -14.3% |
| Q4 2013 | $1,227,000 | +311.7% | 15,721 | +309.3% | 0.01% | +250.0% |
| Q2 2013 | $298,000 | – | 3,841 | – | 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% |