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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,300 | $6,623,000 | 5.57% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
| Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
| AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
| Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
| Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
| BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
| Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
| Force Capital Management LLC | 4,715 | $457,000 | 0.48% |