MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 291 filers reported holding MORNINGSTAR INC in Q2 2023. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $160,000 | +26.0% | 790 | +218.5% | 0.00% | – |
| Q3 2022 | $127,000 | -11.8% | 248 | -58.5% | 0.00% | – |
| Q2 2022 | $144,000 | -11.7% | 597 | 0.0% | 0.00% | – |
| Q1 2022 | $163,000 | -20.1% | 597 | 0.0% | 0.00% | – |
| Q4 2021 | $204,000 | +17.9% | 597 | -10.5% | 0.00% | – |
| Q3 2021 | $173,000 | +1.2% | 667 | 0.0% | 0.00% | – |
| Q2 2021 | $171,000 | +14.0% | 667 | 0.0% | 0.00% | – |
| Q1 2021 | $150,000 | -25.4% | 667 | -23.0% | 0.00% | – |
| Q4 2020 | $201,000 | +44.6% | 866 | 0.0% | 0.00% | – |
| Q3 2020 | $139,000 | +13.9% | 866 | 0.0% | 0.00% | – |
| Q2 2020 | $122,000 | +144.0% | 866 | +100.0% | 0.00% | – |
| Q1 2020 | $50,000 | -66.9% | 433 | -56.7% | 0.00% | – |
| Q4 2019 | $151,000 | +3.4% | 1,000 | 0.0% | 0.00% | – |
| Q3 2019 | $146,000 | – | 1,000 | – | 0.00% | – |
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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% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
| Force Capital Management LLC | 3,884 | $489,000 | 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% |