MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q3 2022. The put-call ratio across all filers is 4.30 and the average weighting 0.1%.
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
GOLDEN GATE PRIVATE EQUITY, INC. | 68,300 | $6,623,000 | 5.57% |
ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
Force Capital Management LLC | 4,715 | $457,000 | 0.48% |