MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,156,034 | +60.2% | 4,933 | +34.0% | 0.00% | +100.0% |
| Q2 2023 | $721,611 | -11.7% | 3,680 | -8.5% | 0.00% | -50.0% |
| Q1 2023 | $817,035 | -6.9% | 4,024 | -0.6% | 0.00% | 0.0% |
| Q4 2022 | $877,249 | -10.1% | 4,050 | -11.8% | 0.00% | 0.0% |
| Q3 2022 | $976,000 | -8.8% | 4,591 | +3.7% | 0.00% | 0.0% |
| Q2 2022 | $1,070,000 | -10.2% | 4,428 | +1.5% | 0.00% | 0.0% |
| Q1 2022 | $1,192,000 | -12.6% | 4,362 | +9.4% | 0.00% | -33.3% |
| Q4 2021 | $1,364,000 | +34.5% | 3,989 | +1.9% | 0.00% | +50.0% |
| Q3 2021 | $1,014,000 | -7.3% | 3,916 | -8.0% | 0.00% | 0.0% |
| Q2 2021 | $1,094,000 | +14.8% | 4,256 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $953,000 | -32.7% | 4,224 | -31.0% | 0.00% | -50.0% |
| Q4 2020 | $1,416,000 | +29.3% | 6,126 | -10.2% | 0.00% | +33.3% |
| Q3 2020 | $1,095,000 | +36.9% | 6,825 | +20.2% | 0.00% | 0.0% |
| Q2 2020 | $800,000 | +39.4% | 5,679 | +15.2% | 0.00% | +50.0% |
| Q1 2020 | $574,000 | – | 4,931 | – | 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% |
| 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% |