MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q3 2022. The put-call ratio across all filers is 4.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,683,818 | +21.2% | 105,378 | +1.4% | 0.53% | +26.4% |
| Q2 2023 | $20,372,670 | +105283.1% | 103,905 | +9.1% | 0.42% | -7.7% |
| Q1 2023 | $19,332 | -5.0% | 95,220 | +1.3% | 0.46% | -15.3% |
| Q4 2022 | $20,359 | -99.8% | 94,003 | +54.5% | 0.54% | +26.1% |
| Q3 2022 | $12,917,000 | -13.2% | 60,836 | -1.1% | 0.43% | -9.7% |
| Q2 2022 | $14,881,000 | -11.0% | 61,536 | +0.5% | 0.47% | +2.4% |
| Q1 2022 | $16,719,000 | -21.5% | 61,201 | -1.7% | 0.46% | -16.6% |
| Q4 2021 | $21,299,000 | +30.0% | 62,278 | -1.6% | 0.55% | +18.7% |
| Q3 2021 | $16,388,000 | +5.5% | 63,267 | +4.7% | 0.47% | 0.0% |
| Q2 2021 | $15,537,000 | +8.2% | 60,429 | -5.3% | 0.47% | +4.3% |
| Q1 2021 | $14,355,000 | -60.0% | 63,790 | -58.8% | 0.45% | -68.3% |
| Q4 2020 | $35,858,000 | -2.6% | 154,843 | -32.4% | 1.41% | -13.6% |
| Q3 2020 | $36,811,000 | +49.7% | 229,199 | +31.4% | 1.63% | +28.9% |
| Q2 2020 | $24,591,000 | +35.2% | 174,436 | +11.5% | 1.27% | +14.6% |
| Q1 2020 | $18,187,000 | -24.4% | 156,443 | -1.6% | 1.11% | +4.9% |
| Q4 2019 | $24,058,000 | +6.5% | 159,001 | +2.9% | 1.05% | -9.2% |
| Q3 2019 | $22,589,000 | +8.0% | 154,571 | +6.9% | 1.16% | -0.1% |
| Q2 2019 | $20,910,000 | -10.4% | 144,560 | -22.0% | 1.16% | -21.6% |
| Q1 2019 | $23,342,000 | +22.0% | 185,266 | +6.4% | 1.48% | +8.2% |
| Q4 2018 | $19,130,000 | +4.6% | 174,162 | +19.9% | 1.37% | +23.9% |
| Q3 2018 | $18,287,000 | -17.1% | 145,246 | -15.6% | 1.11% | -14.5% |
| Q2 2018 | $22,066,000 | +45.1% | 172,054 | +8.1% | 1.29% | +32.6% |
| Q1 2018 | $15,205,000 | -1.6% | 159,180 | -0.1% | 0.98% | -0.4% |
| Q4 2017 | $15,449,000 | +11.0% | 159,314 | -2.7% | 0.98% | +3.6% |
| Q3 2017 | $13,921,000 | +10.3% | 163,793 | +1.6% | 0.94% | +14.5% |
| Q2 2017 | $12,623,000 | +4.6% | 161,136 | +6.9% | 0.82% | -1.8% |
| Q1 2017 | $12,067,000 | +22.3% | 150,800 | +12.4% | 0.84% | +31.0% |
| Q4 2016 | $9,867,000 | – | 134,140 | – | 0.64% | – |
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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% |