MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,529,821 | +18.1% | 6,531 | -1.1% | 0.11% | +27.3% |
| Q2 2023 | $1,295,042 | +97565.3% | 6,605 | +1.1% | 0.09% | -6.4% |
| Q1 2023 | $1,326 | -4.3% | 6,530 | +2.1% | 0.09% | -1.1% |
| Q4 2022 | $1,385 | -99.9% | 6,393 | -0.2% | 0.10% | -7.8% |
| Q3 2022 | $1,361,000 | -11.2% | 6,408 | +1.1% | 0.10% | -6.4% |
| Q2 2022 | $1,532,000 | -8.5% | 6,336 | +3.4% | 0.11% | +2.8% |
| Q1 2022 | $1,675,000 | -20.1% | 6,130 | 0.0% | 0.11% | -16.4% |
| Q4 2021 | $2,096,000 | +42.4% | 6,130 | +7.8% | 0.13% | +32.0% |
| Q3 2021 | $1,472,000 | +2.5% | 5,684 | +1.8% | 0.10% | +5.4% |
| Q2 2021 | $1,436,000 | +21.1% | 5,586 | +6.0% | 0.09% | +12.2% |
| Q1 2021 | $1,186,000 | +10.4% | 5,268 | +13.6% | 0.08% | +7.9% |
| Q4 2020 | $1,074,000 | +51.1% | 4,638 | +4.7% | 0.08% | +33.3% |
| Q3 2020 | $711,000 | +13.9% | 4,429 | 0.0% | 0.06% | +3.6% |
| Q2 2020 | $624,000 | +20.9% | 4,429 | -0.2% | 0.06% | +17.0% |
| Q1 2020 | $516,000 | -23.8% | 4,440 | -0.7% | 0.05% | -7.8% |
| Q4 2019 | $677,000 | +9.2% | 4,471 | +5.4% | 0.05% | -1.9% |
| Q3 2019 | $620,000 | +2.5% | 4,241 | +1.4% | 0.05% | +6.1% |
| Q2 2019 | $605,000 | +17.0% | 4,184 | +2.0% | 0.05% | +14.0% |
| Q1 2019 | $517,000 | – | 4,100 | – | 0.04% | – |
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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% |