MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,510 | +71255.9% | 856 | -34.0% | 0.01% | +12.5% |
| Q4 2022 | $281 | -99.9% | 1,296 | +3.7% | 0.01% | -55.6% |
| Q3 2022 | $265,000 | -13.4% | 1,250 | -1.3% | 0.02% | -21.7% |
| Q2 2022 | $306,000 | -3.5% | 1,266 | +9.0% | 0.02% | +35.3% |
| Q1 2022 | $317,000 | -15.7% | 1,161 | +5.7% | 0.02% | -10.5% |
| Q4 2021 | $376,000 | +31.9% | 1,098 | -0.4% | 0.02% | +18.8% |
| Q3 2021 | $285,000 | -9.8% | 1,102 | -10.3% | 0.02% | -5.9% |
| Q2 2021 | $316,000 | +15.8% | 1,229 | +1.4% | 0.02% | +6.2% |
| Q1 2021 | $273,000 | -2.5% | 1,212 | +0.2% | 0.02% | -5.9% |
| Q4 2020 | $280,000 | +3.7% | 1,209 | -28.1% | 0.02% | -10.5% |
| Q3 2020 | $270,000 | +29.8% | 1,681 | +13.7% | 0.02% | +26.7% |
| Q2 2020 | $208,000 | +1.0% | 1,479 | +8.8% | 0.02% | -16.7% |
| Q4 2019 | $206,000 | – | 1,360 | – | 0.02% | – |
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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% |