MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 269 filers reported holding MORNINGSTAR INC in Q3 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $772 | +18.0% | 3,294 | -1.2% | 0.00% | +50.0% |
| Q2 2023 | $654 | +13.7% | 3,335 | +17.8% | 0.00% | 0.0% |
| Q1 2023 | $575 | -7.3% | 2,832 | -1.0% | 0.00% | 0.0% |
| Q4 2022 | $620 | -99.9% | 2,862 | -0.9% | 0.00% | -33.3% |
| Q3 2022 | $613,000 | +23.6% | 2,889 | +41.0% | 0.00% | +50.0% |
| Q2 2022 | $496,000 | -2.0% | 2,049 | +10.7% | 0.00% | 0.0% |
| Q1 2022 | $506,000 | -21.3% | 1,851 | -1.6% | 0.00% | 0.0% |
| Q4 2021 | $643,000 | +32.3% | 1,881 | +0.3% | 0.00% | 0.0% |
| Q3 2021 | $486,000 | -1.6% | 1,875 | -2.3% | 0.00% | 0.0% |
| Q2 2021 | $494,000 | +13.8% | 1,920 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $434,000 | +4.6% | 1,929 | +7.8% | 0.00% | 0.0% |
| Q4 2020 | $415,000 | +18.9% | 1,790 | -17.6% | 0.00% | 0.0% |
| Q3 2020 | $349,000 | +16.7% | 2,173 | +2.5% | 0.00% | 0.0% |
| Q2 2020 | $299,000 | +16.8% | 2,121 | -3.6% | 0.00% | 0.0% |
| Q1 2020 | $256,000 | – | 2,201 | – | 0.00% | – |
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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% |