MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 353 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is 2.10 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $871,870 | -23.1% | 2,947 | -19.9% | 0.10% | -21.9% |
| Q1 2024 | $1,133,876 | +32.3% | 3,677 | +22.8% | 0.13% | +26.7% |
| Q4 2023 | $857,003 | +3.6% | 2,994 | -15.2% | 0.10% | -40.6% |
| Q3 2023 | $826,867 | -25.8% | 3,530 | -37.9% | 0.17% | -19.8% |
| Q2 2023 | $1,114,658 | -8.8% | 5,685 | -5.6% | 0.21% | -9.4% |
| Q1 2023 | $1,222,647 | -6.3% | 6,022 | 0.0% | 0.23% | -12.4% |
| Q4 2022 | $1,304,305 | +2.0% | 6,022 | 0.0% | 0.27% | -7.0% |
| Q3 2022 | $1,279,000 | -15.6% | 6,022 | -3.8% | 0.29% | -4.3% |
| Q2 2022 | $1,515,000 | -11.5% | 6,263 | 0.0% | 0.30% | +7.5% |
| Q1 2022 | $1,711,000 | +1.5% | 6,263 | +27.1% | 0.28% | +8.1% |
| Q4 2021 | $1,685,000 | +60.6% | 4,927 | +21.7% | 0.26% | +61.2% |
| Q3 2021 | $1,049,000 | – | 4,049 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 64,083 | $7,450,000 | 11.14% |
| GOLDEN GATE PRIVATE EQUITY, INC. | 80,716 | $9,383,000 | 4.35% |
| Chicago Capital, LLC | 143,097 | $16,635,000 | 1.34% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,781,969 | $207,155,000 | 1.18% |
| AMERICAN CAPITAL MANAGEMENT INC | 201,792 | $23,458,000 | 1.14% |
| Copeland Capital Management, LLC | 156,443 | $18,187,000 | 1.11% |
| FCF Advisors LLC | 7,383 | $864,000 | 0.99% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,587,517 | $184,549,000 | 0.96% |
| ROYCE & ASSOCIATES LP | 515,691 | $59,949,000 | 0.82% |
| BAMCO INC /NY/ | 1,364,284 | $158,598,000 | 0.78% |