MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 269 filers reported holding MORNINGSTAR INC in Q3 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,073 | +19.6% | 77 | 0.0% | 0.00% | – |
| Q2 2023 | $15,115 | -3.3% | 77 | 0.0% | 0.00% | – |
| Q1 2023 | $15,633 | -87.3% | 77 | -97.9% | 0.00% | -100.0% |
| Q4 2022 | $123,468 | -80.3% | 3,611 | +22.4% | 0.00% | -70.0% |
| Q3 2022 | $626,000 | +100.0% | 2,950 | +222.8% | 0.01% | +100.0% |
| Q4 2021 | $313,000 | +38.5% | 914 | +4.6% | 0.01% | -16.7% |
| Q3 2021 | $226,000 | +4.1% | 874 | +3.6% | 0.01% | 0.0% |
| Q2 2021 | $217,000 | -71.0% | 844 | -81.9% | 0.01% | -76.9% |
| Q3 2020 | $748,000 | +20.6% | 4,654 | +5.9% | 0.03% | +8.3% |
| Q2 2020 | $620,000 | +67.1% | 4,395 | +37.7% | 0.02% | +33.3% |
| Q1 2020 | $371,000 | +37.9% | 3,192 | +79.4% | 0.02% | +63.6% |
| Q4 2019 | $269,000 | – | 1,779 | – | 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% |