MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 319 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $252,656 | -3.7% | 854 | +0.4% | 0.01% | 0.0% |
| Q1 2024 | $262,423 | +2.3% | 851 | -5.0% | 0.01% | -10.0% |
| Q4 2023 | $256,472 | +27.9% | 896 | +4.7% | 0.01% | +11.1% |
| 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 ↓ |
|---|---|---|---|
| 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% |