MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $874,757 | +15.1% | 3,734 | -3.6% | 0.00% | -50.0% |
| Q2 2023 | $759,837 | -28.0% | 3,875 | -25.4% | 0.00% | +100.0% |
| Q1 2023 | $1,054,944 | -1.6% | 5,196 | +4.9% | 0.00% | 0.0% |
| Q4 2022 | $1,072,337 | +13.8% | 4,951 | +11.6% | 0.00% | 0.0% |
| Q3 2022 | $942,000 | +4.4% | 4,436 | +18.9% | 0.00% | 0.0% |
| Q2 2022 | $902,000 | +102.7% | 3,731 | +129.2% | 0.00% | +100.0% |
| Q1 2022 | $445,000 | -19.7% | 1,628 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $554,000 | +37.5% | 1,621 | +4.3% | 0.00% | 0.0% |
| Q3 2021 | $403,000 | +4.9% | 1,554 | +4.1% | 0.00% | 0.0% |
| Q2 2021 | $384,000 | +20.0% | 1,493 | +4.9% | 0.00% | 0.0% |
| Q1 2021 | $320,000 | -12.8% | 1,423 | -10.2% | 0.00% | 0.0% |
| Q4 2020 | $367,000 | +48.0% | 1,584 | +2.7% | 0.00% | 0.0% |
| Q3 2020 | $248,000 | – | 1,542 | – | 0.00% | – |
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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% |