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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $843,008,210 | +9.2% | 3,598,908 | -8.6% | 3.45% | +20.2% |
| Q2 2023 | $772,051,898 | -2.5% | 3,937,634 | +1.0% | 2.87% | +2.0% |
| Q1 2023 | $791,835,273 | -7.3% | 3,900,090 | -1.2% | 2.82% | -12.3% |
| Q4 2022 | $854,616,707 | +0.5% | 3,945,781 | -1.5% | 3.21% | +8.4% |
| Q3 2022 | $850,345,000 | -14.2% | 4,005,018 | -2.3% | 2.96% | -6.6% |
| Q2 2022 | $990,976,000 | -12.3% | 4,097,822 | -1.0% | 3.17% | -13.3% |
| Q1 2022 | $1,130,191,000 | -31.9% | 4,137,319 | -14.7% | 3.66% | -19.1% |
| Q4 2021 | $1,658,750,000 | -99.8% | 4,850,288 | +16.5% | 4.52% | +24.9% |
| Q3 2021 | $1,078,145,027,000 | +15.3% | 4,162,240 | +14.4% | 3.62% | +13.2% |
| Q2 2021 | $935,107,785,000 | +35.4% | 3,636,995 | +18.5% | 3.20% | +27.5% |
| Q1 2021 | $690,670,039,000 | +33.4% | 3,069,099 | +37.3% | 2.51% | +18.1% |
| Q4 2020 | $517,768,984,000 | +461.1% | 2,235,907 | +289.1% | 2.13% | +368.3% |
| Q3 2020 | $92,282,491,000 | +37.0% | 574,575 | +20.3% | 0.45% | +17.3% |
| Q2 2020 | $67,335,871,000 | +25.7% | 477,661 | +3.6% | 0.39% | +4.6% |
| Q1 2020 | $53,575,324,000 | +50.5% | 460,863 | +95.9% | 0.37% | +65.2% |
| Q4 2019 | $35,592,803,000 | +71.6% | 235,231 | +65.8% | 0.22% | +60.0% |
| Q3 2019 | $20,736,097,000 | +8.1% | 141,892 | +7.0% | 0.14% | +6.9% |
| Q2 2019 | $19,180,855,000 | – | 132,611 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,300 | $6,623,000 | 5.57% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
| Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
| AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
| Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
| Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
| BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
| Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
| Force Capital Management LLC | 4,715 | $457,000 | 0.48% |