MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 251 filers reported holding MORNINGSTAR INC in Q2 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $776,214 | +62.6% | 3,314 | +36.2% | 0.07% | +65.9% |
| Q2 2023 | $477,330 | -15.6% | 2,434 | -12.6% | 0.04% | -27.9% |
| Q1 2023 | $565,676 | +97.3% | 2,786 | +110.4% | 0.06% | +79.4% |
| Q4 2022 | $286,720 | +537.2% | 1,324 | +712.3% | 0.03% | +161.5% |
| Q1 2022 | $45,000 | -50.0% | 163 | -38.0% | 0.01% | -45.8% |
| Q4 2021 | $90,000 | -40.0% | 263 | -54.8% | 0.02% | -38.5% |
| Q3 2021 | $150,000 | +265.9% | 582 | +259.3% | 0.04% | +254.5% |
| Q2 2021 | $41,000 | +13.9% | 162 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $36,000 | -5.3% | 162 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $38,000 | +375.0% | 162 | +230.6% | 0.01% | +450.0% |
| Q3 2020 | $8,000 | -42.9% | 49 | -50.5% | 0.00% | -60.0% |
| Q2 2020 | $14,000 | – | 99 | – | 0.01% | – |
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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% |