MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |
| Force Capital Management LLC | 3,884 | $489,000 | 1.14% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 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% |