MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 316 filers reported holding MORNINGSTAR INC in Q3 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q1 2023 | $4 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q4 2022 | $4 | -99.9% | 18 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 18 | -5.3% | 0.00% | – |
| Q2 2022 | $5,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q1 2022 | $5,000 | -16.7% | 19 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | +20.0% | 19 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | – | 19 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ATLANTA CAPITAL MANAGEMENT CO L L C | 4,028,063 | $319,264,000 | 2.26% |
| TAMRO Capital Partners LLC | 560,850 | $44,453,000 | 1.84% |
| AMERICAN CAPITAL MANAGEMENT INC | 146,785 | $11,634,000 | 1.56% |
| Conestoga Capital Advisors, LLC | 208,903 | $16,558,000 | 1.42% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,223,127 | $96,945,000 | 1.13% |
| BAMCO INC /NY/ | 1,693,170 | $134,201,000 | 0.62% |
| ROYCE & ASSOCIATES LP | 1,832,953 | $145,280,000 | 0.43% |
| YHB Investment Advisors, Inc. | 15,105 | $1,197,000 | 0.35% |
| SENTINEL ASSET MANAGEMENT, INC. | 183,430 | $14,539,000 | 0.30% |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 23,000 | $1,823,000 | 0.28% |