MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 353 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $363,896 | -7.2% | 1,230 | -3.3% | 0.00% | 0.0% |
| Q1 2024 | $392,247 | +0.0% | 1,272 | -7.2% | 0.00% | 0.0% |
| Q4 2023 | $392,149 | +19.2% | 1,370 | -2.5% | 0.00% | 0.0% |
| Q3 2023 | $329,107 | -20.6% | 1,405 | -26.6% | 0.00% | 0.0% |
| Q4 2022 | $414,553 | +16.1% | 1,914 | +13.7% | 0.00% | 0.0% |
| Q3 2022 | $357,000 | -11.2% | 1,683 | +1.1% | 0.00% | 0.0% |
| Q2 2022 | $402,000 | -27.0% | 1,664 | -17.5% | 0.00% | 0.0% |
| Q1 2022 | $551,000 | -20.9% | 2,017 | -1.1% | 0.00% | 0.0% |
| Q4 2021 | $697,000 | +32.5% | 2,039 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $526,000 | +10.5% | 2,030 | +9.6% | 0.00% | 0.0% |
| Q2 2021 | $476,000 | +19.3% | 1,852 | +4.5% | 0.00% | 0.0% |
| Q1 2021 | $399,000 | +19.5% | 1,773 | +22.9% | 0.00% | 0.0% |
| Q4 2020 | $334,000 | +44.0% | 1,443 | -0.3% | 0.00% | 0.0% |
| Q3 2020 | $232,000 | +12.6% | 1,447 | -0.9% | 0.00% | 0.0% |
| Q2 2020 | $206,000 | -41.5% | 1,460 | -37.2% | 0.00% | -50.0% |
| Q4 2019 | $352,000 | +0.3% | 2,325 | -3.2% | 0.00% | 0.0% |
| Q3 2019 | $351,000 | +6.0% | 2,403 | +4.9% | 0.00% | 0.0% |
| Q2 2019 | $331,000 | +12.6% | 2,290 | -1.9% | 0.00% | 0.0% |
| Q1 2019 | $294,000 | +17.6% | 2,335 | +2.4% | 0.00% | 0.0% |
| Q4 2018 | $250,000 | -16.7% | 2,280 | -4.2% | 0.00% | 0.0% |
| Q3 2018 | $300,000 | – | 2,381 | – | 0.00% | – |
Download | ||||||
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% |