MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,994,875 | +3.1% | 29,862 | -13.7% | 0.98% | +1.8% |
| Q2 2023 | $6,782,061 | +10.4% | 34,590 | +14.4% | 0.97% | +4.9% |
| Q1 2023 | $6,141,454 | -6.1% | 30,249 | +0.1% | 0.92% | -11.4% |
| Q4 2022 | $6,543,834 | +2.0% | 30,213 | 0.0% | 1.04% | -4.8% |
| Q3 2022 | $6,415,000 | -11.1% | 30,213 | +1.2% | 1.09% | -4.2% |
| Q2 2022 | $7,217,000 | -4.1% | 29,844 | +8.3% | 1.14% | +14.0% |
| Q1 2022 | $7,528,000 | -13.2% | 27,557 | +8.7% | 1.00% | -16.1% |
| Q4 2021 | $8,671,000 | +34.1% | 25,355 | +1.6% | 1.19% | +12.2% |
| Q3 2021 | $6,465,000 | +29.2% | 24,958 | +28.2% | 1.06% | +29.4% |
| Q2 2021 | $5,004,000 | +25.8% | 19,464 | +10.1% | 0.82% | +14.8% |
| Q1 2021 | $3,977,000 | +57.9% | 17,672 | +62.5% | 0.71% | +42.8% |
| Q4 2020 | $2,518,000 | – | 10,872 | – | 0.50% | – |
Download | ||||||
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% |