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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $746,523 | +25.7% | 3,187 | +5.2% | 0.12% | +36.4% |
| Q2 2023 | $593,896 | +1.3% | 3,029 | +4.9% | 0.09% | -18.5% |
| Q1 2023 | $586,148 | +1.7% | 2,887 | +8.5% | 0.11% | +2.9% |
| Q4 2022 | $576,346 | +48.5% | 2,661 | +45.6% | 0.10% | +22.1% |
| Q3 2022 | $388,000 | +16.2% | 1,827 | +32.4% | 0.09% | +22.9% |
| Q2 2022 | $334,000 | +49.1% | 1,380 | +68.3% | 0.07% | +62.8% |
| Q1 2022 | $224,000 | – | 820 | – | 0.04% | – |
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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% |