MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 313 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,300,234 | +5.9% | 7,775 | +10.4% | 0.02% | 0.0% |
| Q1 2024 | $2,171,233 | +6.0% | 7,041 | -1.6% | 0.02% | -6.2% |
| Q4 2023 | $2,047,761 | +20.3% | 7,154 | -1.6% | 0.02% | +14.3% |
| Q3 2023 | $1,702,691 | +21.1% | 7,269 | +1.4% | 0.01% | +27.3% |
| Q2 2023 | $1,406,018 | -6.2% | 7,171 | -2.8% | 0.01% | -15.4% |
| Q1 2023 | $1,498,158 | -3.8% | 7,379 | +2.6% | 0.01% | -13.3% |
| Q4 2022 | $1,557,715 | +5.3% | 7,192 | +3.2% | 0.02% | 0.0% |
| Q3 2022 | $1,479,000 | -12.4% | 6,967 | -0.3% | 0.02% | -6.2% |
| Q2 2022 | $1,689,000 | -3.5% | 6,986 | +9.0% | 0.02% | +14.3% |
| Q1 2022 | $1,750,000 | -19.7% | 6,407 | +0.5% | 0.01% | -17.6% |
| Q4 2021 | $2,180,000 | +30.8% | 6,375 | -0.9% | 0.02% | +21.4% |
| Q3 2021 | $1,667,000 | +1.0% | 6,434 | +0.2% | 0.01% | +7.7% |
| Q2 2021 | $1,651,000 | +7.0% | 6,421 | -6.4% | 0.01% | 0.0% |
| Q1 2021 | $1,543,000 | -2.6% | 6,858 | +0.2% | 0.01% | -7.1% |
| Q4 2020 | $1,585,000 | +38.9% | 6,846 | -3.6% | 0.01% | +27.3% |
| Q3 2020 | $1,141,000 | +52.3% | 7,102 | +33.6% | 0.01% | 0.0% |
| Q2 2020 | $749,000 | +42.4% | 5,314 | +17.5% | 0.01% | +22.2% |
| Q1 2020 | $526,000 | – | 4,523 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 64,083 | $7,450,000 | 11.14% |
| GOLDEN GATE PRIVATE EQUITY, INC. | 80,716 | $9,383,000 | 4.35% |
| Chicago Capital, LLC | 143,097 | $16,635,000 | 1.34% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,781,969 | $207,155,000 | 1.18% |
| AMERICAN CAPITAL MANAGEMENT INC | 201,792 | $23,458,000 | 1.14% |
| Copeland Capital Management, LLC | 156,443 | $18,187,000 | 1.11% |
| FCF Advisors LLC | 7,383 | $864,000 | 0.99% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,587,517 | $184,549,000 | 0.96% |
| ROYCE & ASSOCIATES LP | 515,691 | $59,949,000 | 0.82% |
| BAMCO INC /NY/ | 1,364,284 | $158,598,000 | 0.78% |