MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $468 | +19.4% | 2 | 0.0% | 0.00% | – |
| Q2 2023 | $392 | -67.8% | 2 | -66.7% | 0.00% | – |
| Q1 2023 | $1,218 | +40.6% | 6 | +50.0% | 0.00% | – |
| Q4 2022 | $866 | -13.4% | 4 | -42.9% | 0.00% | – |
| Q3 2022 | $1,000 | -66.7% | 7 | -41.7% | 0.00% | -100.0% |
| Q2 2022 | $3,000 | -25.0% | 12 | -7.7% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | +300.0% | 13 | +225.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | -50.0% | 4 | -50.0% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 8 | +100.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | – | 4 | – | 0.00% | – |
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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% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
| Force Capital Management LLC | 3,884 | $489,000 | 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% |