MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $805,551 | +19.5% | 3,439 | 0.0% | 1.14% | +16.9% |
| Q2 2023 | $674,285 | -3.4% | 3,439 | 0.0% | 0.98% | -12.1% |
| Q1 2023 | $698,220 | +6.5% | 3,439 | +13.6% | 1.11% | +4.2% |
| Q4 2022 | $655,401 | -35.2% | 3,026 | -36.5% | 1.07% | -37.8% |
| Q3 2022 | $1,012,000 | -13.2% | 4,766 | -1.2% | 1.72% | -0.2% |
| Q2 2022 | $1,166,000 | -16.1% | 4,823 | -5.2% | 1.72% | +19.5% |
| Q1 2022 | $1,390,000 | -11.9% | 5,087 | +10.3% | 1.44% | +13.7% |
| Q4 2021 | $1,577,000 | – | 4,611 | – | 1.27% | – |
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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% |