MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 269 filers reported holding MORNINGSTAR INC in Q3 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $641,000 | +6.3% | 2,492 | -7.0% | 0.07% | -8.3% |
| Q1 2021 | $603,000 | -34.9% | 2,680 | -33.0% | 0.07% | -34.5% |
| Q4 2020 | $926,000 | -32.5% | 3,999 | -53.2% | 0.11% | -28.1% |
| Q3 2020 | $1,372,000 | +19.8% | 8,542 | +5.1% | 0.15% | +31.9% |
| Q2 2020 | $1,145,000 | +37.6% | 8,125 | +47.8% | 0.12% | -25.2% |
| Q4 2019 | $832,000 | +106.5% | 5,499 | +99.5% | 0.16% | +63.2% |
| Q3 2019 | $403,000 | – | 2,756 | – | 0.10% | – |
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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% |