MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,824,232 | -70.6% | 12,057 | -75.4% | 0.02% | -71.8% |
| Q2 2023 | $9,607,430 | +221.4% | 49,000 | +255.1% | 0.08% | +358.8% |
| Q4 2022 | $2,988,942 | +75.9% | 13,800 | +72.5% | 0.02% | +112.5% |
| Q3 2022 | $1,699,000 | -81.2% | 8,000 | -75.8% | 0.01% | -75.0% |
| Q1 2022 | $9,042,000 | +190.6% | 33,100 | +263.7% | 0.03% | +190.9% |
| Q4 2021 | $3,112,000 | +32.0% | 9,100 | 0.0% | 0.01% | +37.5% |
| Q3 2021 | $2,357,000 | -51.0% | 9,100 | -51.3% | 0.01% | -61.9% |
| Q2 2021 | $4,808,000 | +66.9% | 18,700 | +46.1% | 0.02% | +133.3% |
| Q1 2021 | $2,881,000 | +155.6% | 12,800 | +41.4% | 0.01% | +28.6% |
| Q1 2019 | $1,127,000 | – | 9,052 | – | 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% |