MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $607,749 | -99.9% | 2,806 | -47.8% | 0.07% | -48.5% |
| Q3 2022 | $1,141,331,000 | -8.5% | 5,376 | +4.2% | 0.13% | -0.8% |
| Q2 2022 | $1,247,800,000 | +76546.2% | 5,160 | -13.4% | 0.13% | -8.9% |
| Q1 2022 | $1,628,000 | -33.8% | 5,960 | -17.1% | 0.15% | -18.9% |
| Q4 2021 | $2,460,000 | +15.7% | 7,193 | -12.4% | 0.18% | +11.1% |
| Q3 2021 | $2,126,000 | +43.6% | 8,209 | +42.5% | 0.16% | +47.3% |
| Q2 2021 | $1,481,000 | +87.5% | 5,761 | +64.1% | 0.11% | +80.3% |
| Q1 2021 | $790,000 | +4.6% | 3,510 | +7.6% | 0.06% | -26.5% |
| Q4 2020 | $755,000 | +42.2% | 3,261 | -1.4% | 0.08% | +43.1% |
| Q3 2020 | $531,000 | +15.7% | 3,307 | +1.7% | 0.06% | +16.0% |
| Q2 2020 | $459,000 | +4.3% | 3,253 | +16.3% | 0.05% | +28.2% |
| Q1 2020 | $440,000 | +41.5% | 2,797 | +36.2% | 0.04% | +44.4% |
| Q4 2019 | $311,000 | -3.7% | 2,054 | -7.1% | 0.03% | -3.6% |
| Q3 2019 | $323,000 | +16.2% | 2,211 | +15.2% | 0.03% | +21.7% |
| Q2 2019 | $278,000 | +6.9% | 1,919 | -6.9% | 0.02% | +9.5% |
| Q1 2019 | $260,000 | -30.1% | 2,062 | -39.1% | 0.02% | -27.6% |
| Q4 2018 | $372,000 | -33.9% | 3,387 | -14.5% | 0.03% | -17.1% |
| Q3 2018 | $563,000 | +2.4% | 3,963 | -7.5% | 0.04% | +6.1% |
| Q2 2018 | $550,000 | +24.4% | 4,286 | -7.4% | 0.03% | +43.5% |
| Q1 2018 | $442,000 | +4.5% | 4,627 | +6.1% | 0.02% | +4.5% |
| Q4 2017 | $423,000 | – | 4,363 | – | 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% |