MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $351,000 | +7.0% | 2,315 | +3.2% | 0.00% | 0.0% |
| Q3 2019 | $328,000 | +19.7% | 2,244 | +18.6% | 0.00% | 0.0% |
| Q2 2019 | $274,000 | +9.2% | 1,892 | -5.2% | 0.00% | 0.0% |
| Q1 2019 | $251,000 | +7.7% | 1,995 | -5.9% | 0.00% | 0.0% |
| Q4 2018 | $233,000 | -4.9% | 2,119 | +9.3% | 0.00% | 0.0% |
| Q3 2018 | $245,000 | +30.3% | 1,939 | +32.8% | 0.00% | -33.3% |
| Q2 2018 | $188,000 | +36.2% | 1,460 | +1.8% | 0.00% | +50.0% |
| Q1 2018 | $138,000 | -2.1% | 1,434 | -1.0% | 0.00% | 0.0% |
| Q4 2017 | $141,000 | +80.8% | 1,449 | +57.3% | 0.00% | +100.0% |
| Q3 2017 | $78,000 | +25.8% | 921 | +16.4% | 0.00% | 0.0% |
| Q2 2017 | $62,000 | +29.2% | 791 | +30.1% | 0.00% | 0.0% |
| Q1 2017 | $48,000 | +26.3% | 608 | +16.3% | 0.00% | 0.0% |
| Q4 2016 | $38,000 | +2.7% | 523 | +14.2% | 0.00% | 0.0% |
| Q3 2016 | $37,000 | -14.0% | 458 | -15.8% | 0.00% | 0.0% |
| Q2 2016 | $43,000 | – | 544 | – | 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% |