MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 294 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $944,024 | +10.7% | 3,191 | +15.4% | 0.01% | -12.5% |
| Q1 2024 | $852,450 | +16.6% | 2,764 | +8.3% | 0.01% | +14.3% |
| Q4 2023 | $730,848 | +10.4% | 2,553 | -9.7% | 0.01% | 0.0% |
| Q3 2023 | $662,061 | -20.3% | 2,826 | -33.3% | 0.01% | -22.2% |
| Q2 2023 | $830,200 | +6.5% | 4,234 | +10.3% | 0.01% | -10.0% |
| Q1 2023 | $779,494 | -1.9% | 3,839 | +4.6% | 0.01% | -9.1% |
| Q4 2022 | $794,910 | +3.9% | 3,670 | +1.8% | 0.01% | -8.3% |
| Q3 2022 | $765,000 | -3.2% | 3,605 | +10.4% | 0.01% | 0.0% |
| Q2 2022 | $790,000 | -12.1% | 3,265 | -0.6% | 0.01% | 0.0% |
| Q1 2022 | $899,000 | -21.5% | 3,285 | -1.9% | 0.01% | -29.4% |
| Q4 2021 | $1,145,000 | +41.4% | 3,348 | +7.1% | 0.02% | +21.4% |
| Q3 2021 | $810,000 | -2.1% | 3,125 | -3.0% | 0.01% | -6.7% |
| Q2 2021 | $827,000 | +30.0% | 3,220 | +14.0% | 0.02% | +7.1% |
| Q1 2021 | $636,000 | +10.8% | 2,825 | +13.9% | 0.01% | 0.0% |
| Q4 2020 | $574,000 | +46.1% | 2,480 | +1.5% | 0.01% | +133.3% |
| Q3 2020 | $393,000 | +18.4% | 2,444 | +4.1% | 0.01% | -40.0% |
| Q2 2020 | $332,000 | +24.8% | 2,348 | +2.6% | 0.01% | +25.0% |
| Q1 2020 | $266,000 | +13.7% | 2,289 | +46.9% | 0.01% | +60.0% |
| Q4 2019 | $234,000 | – | 1,558 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 64,083 | $7,450,000 | 11.14% |
| GOLDEN GATE PRIVATE EQUITY, INC. | 80,716 | $9,383,000 | 4.35% |
| Chicago Capital, LLC | 143,097 | $16,635,000 | 1.34% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,781,969 | $207,155,000 | 1.18% |
| AMERICAN CAPITAL MANAGEMENT INC | 201,792 | $23,458,000 | 1.14% |
| Copeland Capital Management, LLC | 156,443 | $18,187,000 | 1.11% |
| FCF Advisors LLC | 7,383 | $864,000 | 0.99% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,587,517 | $184,549,000 | 0.96% |
| ROYCE & ASSOCIATES LP | 515,691 | $59,949,000 | 0.82% |
| BAMCO INC /NY/ | 1,364,284 | $158,598,000 | 0.78% |