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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,031,000 | +23.7% | 8,661 | +4.1% | 0.00% | +33.3% |
| Q2 2023 | $1,642,000 | +2.4% | 8,323 | +4.9% | 0.00% | 0.0% |
| Q1 2023 | $1,604,000 | -9.6% | 7,937 | -3.1% | 0.00% | -25.0% |
| Q4 2022 | $1,774,000 | +0.6% | 8,193 | -1.7% | 0.00% | -20.0% |
| Q3 2022 | $1,763,000 | -15.1% | 8,336 | -2.8% | 0.01% | 0.0% |
| Q2 2022 | $2,077,000 | -11.3% | 8,577 | -0.1% | 0.01% | 0.0% |
| Q1 2022 | $2,342,000 | -12.7% | 8,582 | +9.4% | 0.01% | -16.7% |
| Q4 2021 | $2,683,000 | +238.8% | 7,844 | +158.5% | 0.01% | +200.0% |
| Q3 2021 | $792,000 | -49.7% | 3,035 | -50.6% | 0.00% | -60.0% |
| Q2 2021 | $1,575,000 | +14.1% | 6,145 | +0.5% | 0.01% | +25.0% |
| Q1 2021 | $1,380,000 | +11.0% | 6,113 | +13.8% | 0.00% | -20.0% |
| Q4 2020 | $1,243,000 | +41.4% | 5,370 | -2.3% | 0.01% | +25.0% |
| Q3 2020 | $879,000 | +13.7% | 5,498 | -0.6% | 0.00% | 0.0% |
| Q2 2020 | $773,000 | +67.3% | 5,533 | +35.7% | 0.00% | +33.3% |
| Q1 2020 | $462,000 | -3.3% | 4,078 | +24.9% | 0.00% | 0.0% |
| Q4 2019 | $478,000 | +9.4% | 3,264 | +8.9% | 0.00% | +50.0% |
| Q3 2019 | $437,000 | +17.5% | 2,996 | +13.7% | 0.00% | 0.0% |
| Q2 2019 | $372,000 | -5.1% | 2,634 | -36.1% | 0.00% | -33.3% |
| Q1 2018 | $392,000 | +88.5% | 4,123 | +90.9% | 0.00% | +50.0% |
| Q4 2017 | $208,000 | -55.7% | 2,160 | -59.6% | 0.00% | 0.0% |
| Q1 2016 | $470,000 | -12.6% | 5,342 | -20.4% | 0.00% | -66.7% |
| Q4 2015 | $538,000 | – | 6,708 | – | 0.01% | – |
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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% |