MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 335 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $37,000 | +13114.3% | 124 | -86.4% | 0.00% | -88.0% |
| Q1 2024 | $280 | +129.5% | 910 | +115.1% | 0.02% | +31.6% |
| Q4 2023 | $122 | +190.5% | 423 | +137.6% | 0.02% | +171.4% |
| Q3 2023 | $42 | -8.7% | 178 | -20.9% | 0.01% | -30.0% |
| Q1 2023 | $46 | -6.1% | 225 | 0.0% | 0.01% | -23.1% |
| Q4 2022 | $49 | -99.9% | 225 | 0.0% | 0.01% | -7.1% |
| Q3 2022 | $48,000 | -11.1% | 225 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $54,000 | -11.5% | 225 | 0.0% | 0.02% | +15.4% |
| Q1 2022 | $61,000 | -63.5% | 225 | -54.1% | 0.01% | -53.6% |
| Q4 2021 | $167,000 | +56.1% | 490 | +18.4% | 0.03% | +16.7% |
| Q3 2021 | $107,000 | +1.9% | 414 | 0.0% | 0.02% | +118.2% |
| Q2 2021 | $105,000 | +200.0% | 414 | +162.0% | 0.01% | +266.7% |
| Q1 2021 | $35,000 | -65.7% | 158 | -64.3% | 0.00% | -66.7% |
| Q4 2020 | $102,000 | +112.5% | 442 | +34.3% | 0.01% | +50.0% |
| Q3 2019 | $48,000 | -38.5% | 329 | -46.8% | 0.01% | -53.8% |
| Q3 2018 | $78,000 | +81.4% | 618 | +84.5% | 0.01% | +85.7% |
| Q2 2018 | $43,000 | – | 335 | – | 0.01% | – |
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% |