MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $177 | -40.4% | 754 | -50.2% | 0.00% | 0.0% |
| Q2 2023 | $297 | +30.3% | 1,513 | +34.5% | 0.00% | -33.3% |
| Q1 2023 | $228 | -99.9% | 1,125 | +45.0% | 0.00% | +50.0% |
| Q3 2022 | $165,000 | -30.7% | 776 | -21.2% | 0.00% | -33.3% |
| Q2 2022 | $238,000 | -12.8% | 985 | -1.3% | 0.00% | +50.0% |
| Q1 2022 | $273,000 | -96.9% | 998 | -96.1% | 0.00% | -95.7% |
| Q4 2021 | $8,674,000 | +1677.5% | 25,364 | +1245.6% | 0.05% | +2250.0% |
| Q3 2021 | $488,000 | -31.5% | 1,885 | -31.9% | 0.00% | -33.3% |
| Q2 2021 | $712,000 | +405.0% | 2,770 | +342.5% | 0.00% | +200.0% |
| Q1 2021 | $141,000 | -33.8% | 626 | -32.0% | 0.00% | 0.0% |
| Q4 2020 | $213,000 | +76.0% | 921 | +15.4% | 0.00% | 0.0% |
| Q4 2019 | $121,000 | -25.3% | 798 | -28.2% | 0.00% | 0.0% |
| Q3 2019 | $162,000 | +21.8% | 1,111 | +20.6% | 0.00% | 0.0% |
| Q2 2019 | $133,000 | -66.8% | 921 | -71.1% | 0.00% | -75.0% |
| Q1 2019 | $401,000 | -86.0% | 3,185 | -87.8% | 0.00% | -84.0% |
| Q4 2018 | $2,871,000 | +1578.9% | 26,141 | +1826.4% | 0.02% | +2400.0% |
| Q3 2018 | $171,000 | +14.0% | 1,357 | +16.4% | 0.00% | 0.0% |
| Q2 2018 | $150,000 | +20.0% | 1,166 | -11.1% | 0.00% | 0.0% |
| Q1 2018 | $125,000 | +15.7% | 1,311 | +18.0% | 0.00% | 0.0% |
| Q4 2017 | $108,000 | -15.6% | 1,111 | -26.0% | 0.00% | 0.0% |
| Q3 2017 | $128,000 | +25.5% | 1,502 | +20.0% | 0.00% | 0.0% |
| Q2 2016 | $102,000 | -24.4% | 1,252 | -18.3% | 0.00% | 0.0% |
| Q1 2016 | $135,000 | +14.4% | 1,533 | +4.4% | 0.00% | 0.0% |
| Q4 2015 | $118,000 | -7.1% | 1,469 | -7.1% | 0.00% | 0.0% |
| Q3 2015 | $127,000 | -72.7% | 1,581 | -73.2% | 0.00% | -50.0% |
| Q1 2014 | $465,000 | – | 5,890 | – | 0.00% | – |
Download | ||||||
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% |