MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 313 filers reported holding MORNINGSTAR INC in Q3 2022. The put-call ratio across all filers is 4.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $186,386 | +1.9% | 630 | +6.2% | 0.01% | 0.0% |
| Q1 2024 | $182,864 | +6.7% | 593 | -1.0% | 0.01% | -6.7% |
| Q4 2023 | $171,458 | +68.7% | 599 | +38.0% | 0.02% | +50.0% |
| Q3 2023 | $101,661 | +66.2% | 434 | +39.1% | 0.01% | +66.7% |
| Q2 2023 | $61,174 | -15.6% | 312 | -12.6% | 0.01% | -25.0% |
| Q1 2023 | $72,482 | -22.2% | 357 | -17.0% | 0.01% | -27.3% |
| Q4 2022 | $93,134 | +15.0% | 430 | +12.9% | 0.01% | 0.0% |
| Q3 2022 | $81,000 | -32.5% | 381 | -23.5% | 0.01% | -31.2% |
| Q2 2022 | $120,000 | +31.9% | 498 | +49.1% | 0.02% | +45.5% |
| Q1 2022 | $91,000 | -15.7% | 334 | +5.4% | 0.01% | -15.4% |
| Q4 2021 | $108,000 | +440.0% | 317 | +311.7% | 0.01% | +333.3% |
| Q3 2021 | $20,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | +17.6% | 77 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | 0.0% | 77 | +6.9% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | +70.0% | 72 | +10.8% | 0.00% | +50.0% |
| Q3 2020 | $10,000 | +11.1% | 65 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +28.6% | 65 | +25.0% | 0.00% | +100.0% |
| Q1 2020 | $7,000 | +40.0% | 52 | +33.3% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | +25.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | -20.0% | 39 | 0.0% | 0.00% | -50.0% |
| Q2 2018 | $5,000 | +66.7% | 39 | 0.0% | 0.00% | +100.0% |
| Q1 2018 | $3,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,000 | -25.0% | 39 | -26.4% | 0.00% | -50.0% |
| Q3 2017 | $4,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | +300.0% | 53 | +278.6% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | -100.0% |
| Q4 2016 | $1,000 | – | 14 | – | 0.00% | – |
Download | ||||||
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% |