MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 291 filers reported holding MORNINGSTAR INC in Q2 2023. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,541 | -20.7% | 23,657 | -33.6% | 0.26% | -14.5% |
| Q2 2023 | $6,986 | +14.9% | 35,631 | +19.0% | 0.30% | +5.9% |
| Q1 2023 | $6,081 | +79.2% | 29,951 | +91.2% | 0.29% | +52.7% |
| Q4 2022 | $3,393 | -99.9% | 15,666 | +14.6% | 0.19% | +7.4% |
| Q3 2022 | $2,902,000 | +171.5% | 13,666 | +209.1% | 0.18% | +118.8% |
| Q2 2022 | $1,069,000 | -59.7% | 4,421 | -54.5% | 0.08% | -54.0% |
| Q1 2022 | $2,653,000 | +225.1% | 9,711 | +306.8% | 0.17% | +70.6% |
| Q4 2021 | $816,000 | +32.0% | 2,387 | 0.0% | 0.10% | +24.4% |
| Q3 2021 | $618,000 | – | 2,387 | – | 0.08% | – |
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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% |