MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $37,000 | -11.9% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $42,000 | -12.5% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $48,000 | +11.6% | 175 | +40.0% | 0.00% | +100.0% |
| Q4 2021 | $43,000 | -55.7% | 125 | -66.7% | 0.00% | -75.0% |
| Q3 2021 | $97,000 | +1.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $96,000 | -9.4% | 375 | -20.2% | 0.00% | -20.0% |
| Q1 2021 | $106,000 | -5.4% | 470 | -3.1% | 0.01% | 0.0% |
| Q4 2020 | $112,000 | +43.6% | 485 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $78,000 | +14.7% | 485 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $68,000 | +21.4% | 485 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $56,000 | -23.3% | 485 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $73,000 | -6.4% | 485 | -9.3% | 0.00% | -20.0% |
| Q3 2019 | $78,000 | +1.3% | 535 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $77,000 | +6.9% | 535 | -7.0% | 0.01% | +25.0% |
| Q1 2019 | $72,000 | +14.3% | 575 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $63,000 | -12.5% | 575 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $72,000 | -57.6% | 575 | -56.6% | 0.00% | -63.6% |
| Q2 2018 | $170,000 | +58.9% | 1,325 | +17.8% | 0.01% | +57.1% |
| Q1 2018 | $107,000 | -1.8% | 1,125 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $109,000 | +13.5% | 1,125 | 0.0% | 0.01% | +16.7% |
| Q3 2017 | $96,000 | – | 1,125 | – | 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% |