MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $461 | -6.3% | 2,271 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $492 | -99.9% | 2,271 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $482,000 | -12.2% | 2,271 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $549,000 | -36.8% | 2,271 | -28.5% | 0.01% | -50.0% |
| Q1 2022 | $868,000 | -20.1% | 3,177 | 0.0% | 0.03% | -13.3% |
| Q4 2021 | $1,087,000 | +63.2% | 3,177 | +23.5% | 0.03% | +20.0% |
| Q3 2021 | $666,000 | +0.8% | 2,572 | 0.0% | 0.02% | -7.4% |
| Q2 2021 | $661,000 | +44.6% | 2,572 | +26.8% | 0.03% | +35.0% |
| Q1 2021 | $457,000 | -2.8% | 2,029 | 0.0% | 0.02% | -9.1% |
| Q4 2020 | $470,000 | +167.0% | 2,029 | +84.8% | 0.02% | -4.3% |
| Q3 2020 | $176,000 | – | 1,098 | – | 0.02% | – |
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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% |