MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 223 filers reported holding MORNINGSTAR INC in Q1 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,016,000 | -19.0% | 3,922 | -19.7% | 0.06% | -14.9% |
| Q2 2021 | $1,255,000 | +14.8% | 4,882 | +0.6% | 0.07% | +8.1% |
| Q1 2021 | $1,093,000 | +8.3% | 4,855 | +11.5% | 0.06% | -15.1% |
| Q4 2020 | $1,009,000 | -26.8% | 4,356 | -49.3% | 0.07% | +62.2% |
| Q3 2020 | $1,379,000 | +229.9% | 8,587 | +189.4% | 0.04% | +309.1% |
| Q2 2020 | $418,000 | -80.7% | 2,967 | -84.1% | 0.01% | -80.7% |
| Q1 2020 | $2,170,000 | -29.2% | 18,669 | -7.8% | 0.06% | +32.6% |
| Q4 2019 | $3,063,000 | -25.9% | 20,245 | -28.4% | 0.04% | -12.2% |
| Q3 2019 | $4,133,000 | +269.7% | 28,284 | +266.0% | 0.05% | +122.7% |
| Q2 2019 | $1,118,000 | -28.2% | 7,727 | -37.5% | 0.02% | -29.0% |
| Q1 2019 | $1,557,000 | +175.1% | 12,360 | +140.0% | 0.03% | +158.3% |
| Q4 2018 | $566,000 | -14.1% | 5,151 | -1.6% | 0.01% | -14.3% |
| Q3 2018 | $659,000 | – | 5,236 | – | 0.01% | – |
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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% |