MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,038,582 | +23.0% | 67,093 | -0.2% | 0.02% | +22.2% |
| Q2 2023 | $13,044,676 | -13.6% | 67,251 | -10.9% | 0.02% | -18.2% |
| Q1 2023 | $15,103,800 | -10.0% | 75,519 | -2.6% | 0.02% | -15.4% |
| Q4 2022 | $16,775,650 | -2.4% | 77,500 | -3.4% | 0.03% | -7.1% |
| Q3 2022 | $17,194,000 | +32.6% | 80,198 | +47.2% | 0.03% | +47.4% |
| Q2 2022 | $12,965,000 | +27.5% | 54,467 | +49.3% | 0.02% | +46.2% |
| Q1 2022 | $10,168,000 | -15.0% | 36,487 | +4.1% | 0.01% | -7.1% |
| Q4 2021 | $11,969,000 | +26.9% | 35,054 | -0.6% | 0.01% | +16.7% |
| Q3 2021 | $9,430,000 | +3.8% | 35,270 | -0.2% | 0.01% | 0.0% |
| Q2 2021 | $9,089,000 | +26.3% | 35,349 | +11.2% | 0.01% | +20.0% |
| Q1 2021 | $7,198,000 | -6.7% | 31,790 | -4.6% | 0.01% | -16.7% |
| Q4 2020 | $7,719,000 | +41.6% | 33,332 | -2.2% | 0.01% | +20.0% |
| Q3 2020 | $5,452,000 | -42.3% | 34,095 | -49.5% | 0.01% | 0.0% |
| Q2 2020 | $9,452,000 | +142.9% | 67,534 | +100.8% | 0.01% | +11.1% |
| Q1 2020 | $3,892,000 | – | 33,640 | – | 0.01% | – |
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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% |