MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,878,605 | +31.9% | 8,020 | +10.4% | 0.01% | +42.9% |
| Q2 2023 | $1,424,645 | +5.3% | 7,266 | +9.0% | 0.01% | 0.0% |
| Q1 2023 | $1,352,992 | +10.3% | 6,664 | +17.7% | 0.01% | 0.0% |
| Q4 2022 | $1,226,333 | +24.4% | 5,662 | +22.0% | 0.01% | +16.7% |
| Q3 2022 | $986,000 | +23.7% | 4,642 | +40.8% | 0.01% | +20.0% |
| Q2 2022 | $797,000 | -30.0% | 3,297 | -20.9% | 0.01% | 0.0% |
| Q1 2022 | $1,138,000 | -94.3% | 4,167 | -92.9% | 0.01% | -94.4% |
| Q4 2021 | $20,099,000 | +12.6% | 58,772 | -14.7% | 0.09% | +5.9% |
| Q3 2021 | $17,849,000 | -38.1% | 68,907 | -38.5% | 0.08% | -40.6% |
| Q2 2021 | $28,828,000 | -19.6% | 112,125 | -29.7% | 0.14% | -26.7% |
| Q1 2021 | $35,877,000 | -57.5% | 159,425 | -56.3% | 0.20% | -60.8% |
| Q4 2020 | $84,436,000 | -8.6% | 364,625 | -36.6% | 0.50% | -17.5% |
| Q3 2020 | $92,335,000 | +13.3% | 574,900 | -0.5% | 0.60% | +0.5% |
| Q2 2020 | $81,481,000 | +37.4% | 578,000 | +13.3% | 0.60% | +10.1% |
| Q1 2020 | $59,288,000 | -23.5% | 510,000 | -0.4% | 0.55% | -13.1% |
| Q4 2019 | $77,471,000 | +3.2% | 512,000 | -0.3% | 0.63% | -8.6% |
| Q3 2019 | $75,058,000 | +7.4% | 513,600 | +6.3% | 0.69% | +52.0% |
| Q2 2019 | $69,905,000 | +43.3% | 483,300 | +24.8% | 0.45% | +30.3% |
| Q1 2019 | $48,796,000 | +54.0% | 387,300 | +34.3% | 0.35% | +31.9% |
| Q4 2018 | $31,678,000 | – | 288,400 | – | 0.26% | – |
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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% |