MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,383 | +19.0% | 172 | -0.6% | 0.00% | 0.0% |
| Q2 2023 | $33,948 | +53.5% | 173 | +60.2% | 0.00% | 0.0% |
| Q1 2023 | $22,118 | -18.8% | 108 | -13.6% | 0.00% | 0.0% |
| Q4 2022 | $27,245 | +9.0% | 125 | +3.3% | 0.00% | 0.0% |
| Q3 2022 | $25,000 | -21.9% | 121 | -9.0% | 0.00% | 0.0% |
| Q2 2022 | $32,000 | +966.7% | 133 | +1109.1% | 0.00% | – |
| Q1 2022 | $3,000 | -91.2% | 11 | -89.1% | 0.00% | -100.0% |
| Q4 2021 | $34,000 | +41.7% | 101 | +5.2% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | 0.0% | 96 | +1.1% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | +14.3% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $21,000 | -4.5% | 95 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | +46.7% | 95 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | +15.4% | 95 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +18.2% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -15.4% | 95 | +5.6% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | 0.0% | 90 | +1.1% | 0.00% | 0.0% |
| Q3 2019 | $13,000 | +8.3% | 89 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | +9.1% | 89 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +22.2% | 89 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -10.0% | 89 | +7.2% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | – | 83 | – | 0.00% | – |
Download | ||||||
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% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
| Force Capital Management LLC | 3,884 | $489,000 | 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% |