MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,712,000 | +108.2% | 50,000 | +74.3% | 0.05% | +108.0% |
| Q2 2023 | $5,624,464 | +5078.1% | 28,686 | +5261.9% | 0.02% | +2400.0% |
| Q1 2023 | $108,621 | +72.3% | 535 | +83.8% | 0.00% | – |
| Q4 2022 | $63,028 | -98.8% | 291 | -98.8% | 0.00% | -100.0% |
| Q3 2022 | $5,325,000 | +1439.0% | 25,079 | +1655.0% | 0.03% | +1200.0% |
| Q2 2022 | $346,000 | -85.3% | 1,429 | -84.3% | 0.00% | -66.7% |
| Q3 2021 | $2,357,000 | -34.8% | 9,100 | -35.3% | 0.01% | -25.0% |
| Q2 2021 | $3,614,000 | +427.6% | 14,056 | +361.5% | 0.01% | +300.0% |
| Q1 2021 | $685,000 | -81.2% | 3,046 | -80.6% | 0.00% | -80.0% |
| Q4 2020 | $3,636,000 | +34.4% | 15,700 | -6.8% | 0.01% | -50.0% |
| Q3 2020 | $2,706,000 | +22.3% | 16,849 | +7.3% | 0.02% | +11.1% |
| Q2 2020 | $2,213,000 | +5.7% | 15,700 | -12.8% | 0.02% | -18.2% |
| Q1 2020 | $2,093,000 | -19.6% | 18,000 | +4.7% | 0.02% | +100.0% |
| Q4 2019 | $2,603,000 | – | 17,200 | – | 0.01% | – |
Download | ||||||
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% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
| Force Capital Management LLC | 3,884 | $489,000 | 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% |