MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 294 filers reported holding MORNINGSTAR INC in Q2 2023. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $49,111 | -9.5% | 166 | -5.7% | 0.00% | 0.0% |
| Q1 2024 | $54,273 | +14.2% | 176 | +6.0% | 0.00% | 0.0% |
| Q4 2023 | $47,516 | +86.1% | 166 | +52.3% | 0.00% | – |
| Q3 2023 | $25,532 | +19.5% | 109 | 0.0% | 0.00% | – |
| Q2 2023 | $21,372 | -3.4% | 109 | 0.0% | 0.00% | – |
| Q1 2023 | $22,130 | -6.3% | 109 | 0.0% | 0.00% | – |
| Q4 2022 | $23,608 | +2.6% | 109 | 0.0% | 0.00% | – |
| Q3 2022 | $23,000 | -17.9% | 109 | -4.4% | 0.00% | -100.0% |
| Q2 2022 | $28,000 | -44.0% | 114 | -37.7% | 0.00% | 0.0% |
| Q1 2022 | $50,000 | +35.1% | 183 | +67.9% | 0.00% | 0.0% |
| Q4 2021 | $37,000 | +32.1% | 109 | 0.0% | 0.00% | – |
| Q3 2021 | $28,000 | -99.8% | 109 | +47.3% | 0.00% | – |
| Q1 2021 | $16,652,000 | – | 74 | – | 0.00% | – |
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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% |