MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,512 | +44.6% | 1,300 | +33.7% | 0.00% | +100.0% |
| Q4 2022 | $210,525 | -54.7% | 972 | -55.7% | 0.00% | -66.7% |
| Q3 2022 | $465,000 | -35.9% | 2,192 | -26.9% | 0.00% | -25.0% |
| Q2 2022 | $725,000 | -29.3% | 2,997 | -20.1% | 0.00% | -55.6% |
| Q1 2022 | $1,025,000 | +1064.8% | 3,752 | +1365.6% | 0.01% | +800.0% |
| Q4 2021 | $88,000 | -91.1% | 256 | -93.3% | 0.00% | -91.7% |
| Q3 2021 | $992,000 | +14.4% | 3,831 | +13.6% | 0.01% | +20.0% |
| Q2 2021 | $867,000 | -50.6% | 3,373 | -56.7% | 0.01% | -54.5% |
| Q1 2021 | $1,754,000 | +48.1% | 7,796 | +52.5% | 0.02% | +37.5% |
| Q4 2020 | $1,184,000 | +40.1% | 5,111 | -2.9% | 0.02% | +23.1% |
| Q3 2020 | $845,000 | +230.1% | 5,262 | +139.3% | 0.01% | +85.7% |
| Q1 2020 | $256,000 | +111.6% | 2,199 | +174.2% | 0.01% | +250.0% |
| Q4 2019 | $121,000 | -70.8% | 802 | -71.7% | 0.00% | -75.0% |
| Q3 2019 | $414,000 | +72.5% | 2,830 | +70.4% | 0.01% | +100.0% |
| Q2 2019 | $240,000 | -63.0% | 1,661 | -71.8% | 0.00% | -87.1% |
| Q4 2018 | $648,000 | +32.0% | 5,898 | +51.1% | 0.03% | +14.8% |
| Q3 2018 | $491,000 | +97.2% | 3,903 | +26.2% | 0.03% | +80.0% |
| Q4 2015 | $249,000 | -3.9% | 3,093 | -4.1% | 0.02% | +15.4% |
| Q3 2015 | $259,000 | -23.8% | 3,226 | -28.9% | 0.01% | -23.5% |
| Q1 2015 | $340,000 | -29.8% | 4,538 | -39.3% | 0.02% | -34.6% |
| Q4 2014 | $484,000 | – | 7,480 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,500 | $8,624,000 | 2.82% |
| Chicago Capital, LLC | 156,642 | $19,721,000 | 1.36% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 2,261,872 | $284,770,000 | 1.32% |
| Palo Capital, Inc. | 28,629 | $3,604,000 | 1.30% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,752,226 | $220,605,000 | 1.29% |
| AMERICAN CAPITAL MANAGEMENT INC | 214,850 | $27,050,000 | 1.18% |
| Force Capital Management LLC | 9,349 | $1,177,000 | 1.18% |
| Copeland Capital Management, LLC | 145,246 | $18,287,000 | 1.11% |
| Sapphire Star Partners LP | 7,916 | $997,000 | 1.00% |
| BAMCO INC /NY/ | 1,457,606 | $183,513,000 | 0.76% |