MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,362,281 | +2.1% | 14,354 | -14.5% | 0.63% | +14.0% |
| Q2 2023 | $3,292,015 | -3.4% | 16,790 | 0.0% | 0.56% | +1.3% |
| Q1 2023 | $3,408,874 | -1.0% | 16,790 | +5.7% | 0.55% | +8.3% |
| Q4 2022 | $3,441,615 | +7.4% | 15,890 | +5.3% | 0.51% | -9.8% |
| Q3 2022 | $3,205,000 | -2.5% | 15,095 | +11.0% | 0.56% | -3.8% |
| Q2 2022 | $3,288,000 | +16.9% | 13,598 | +32.0% | 0.58% | +27.2% |
| Q1 2022 | $2,813,000 | -20.0% | 10,299 | +0.2% | 0.46% | -8.9% |
| Q4 2021 | $3,516,000 | +32.0% | 10,281 | 0.0% | 0.50% | +14.8% |
| Q3 2021 | $2,663,000 | +4.4% | 10,281 | +3.7% | 0.44% | +8.1% |
| Q2 2021 | $2,550,000 | – | 9,918 | – | 0.41% | – |
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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% |