MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 302 filers reported holding MORNINGSTAR INC in Q4 2020. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $233,721 | -4.8% | 790 | -0.8% | 0.01% | 0.0% |
| Q1 2024 | $245,463 | +7.7% | 796 | 0.0% | 0.01% | -72.2% |
| Q4 2023 | $227,847 | +13.4% | 796 | -4.1% | 0.02% | 0.0% |
| Q2 2022 | $201,000 | -12.2% | 830 | -1.1% | 0.02% | +5.9% |
| Q1 2022 | $229,000 | -24.4% | 839 | -5.3% | 0.02% | -15.0% |
| Q4 2021 | $303,000 | -27.2% | 886 | -44.8% | 0.02% | -33.3% |
| Q3 2021 | $416,000 | +0.7% | 1,606 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $413,000 | +14.4% | 1,606 | 0.0% | 0.03% | +7.1% |
| Q1 2021 | $361,000 | -21.4% | 1,606 | -19.0% | 0.03% | -26.3% |
| Q4 2020 | $459,000 | +38.7% | 1,982 | -3.7% | 0.04% | +18.8% |
| Q3 2020 | $331,000 | +43.3% | 2,058 | +25.7% | 0.03% | +33.3% |
| Q2 2020 | $231,000 | – | 1,637 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 64,083 | $7,450,000 | 11.14% |
| GOLDEN GATE PRIVATE EQUITY, INC. | 80,716 | $9,383,000 | 4.35% |
| Chicago Capital, LLC | 143,097 | $16,635,000 | 1.34% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,781,969 | $207,155,000 | 1.18% |
| AMERICAN CAPITAL MANAGEMENT INC | 201,792 | $23,458,000 | 1.14% |
| Copeland Capital Management, LLC | 156,443 | $18,187,000 | 1.11% |
| FCF Advisors LLC | 7,383 | $864,000 | 0.99% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,587,517 | $184,549,000 | 0.96% |
| ROYCE & ASSOCIATES LP | 515,691 | $59,949,000 | 0.82% |
| BAMCO INC /NY/ | 1,364,284 | $158,598,000 | 0.78% |