MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 302 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $599,471 | -64.3% | 1,944 | -66.9% | 0.00% | -63.6% |
| Q4 2023 | $1,680,228 | +302.2% | 5,870 | +204.3% | 0.01% | +266.7% |
| Q4 2022 | $417,802 | +50.8% | 1,929 | +47.9% | 0.00% | +50.0% |
| Q3 2022 | $277,000 | -90.2% | 1,304 | -84.3% | 0.00% | -92.3% |
| Q4 2021 | $2,836,000 | +11.6% | 8,293 | -15.5% | 0.03% | 0.0% |
| Q3 2021 | $2,542,000 | +449.0% | 9,814 | +445.2% | 0.03% | +420.0% |
| Q2 2021 | $463,000 | -24.6% | 1,800 | -32.2% | 0.01% | -37.5% |
| Q4 2020 | $614,000 | +69.6% | 2,653 | +17.8% | 0.01% | +14.3% |
| Q3 2020 | $362,000 | +29.7% | 2,252 | +1.8% | 0.01% | -41.7% |
| Q3 2018 | $279,000 | – | 2,213 | – | 0.01% | – |
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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% |