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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $214,000 | -38.7% | 627 | -53.5% | 0.36% | +26.3% |
| Q3 2021 | $349,000 | -66.5% | 1,347 | -66.8% | 0.29% | -44.5% |
| Q2 2021 | $1,043,000 | +0.3% | 4,058 | -12.2% | 0.52% | +19.8% |
| Q1 2021 | $1,040,000 | +14.5% | 4,623 | +17.9% | 0.44% | +37.2% |
| Q4 2020 | $908,000 | -21.0% | 3,920 | -45.2% | 0.32% | -39.4% |
| Q3 2020 | $1,149,000 | +128.0% | 7,151 | +99.9% | 0.52% | +38.4% |
| Q2 2020 | $504,000 | – | 3,577 | – | 0.38% | – |
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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% |