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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $248,029 | -91.0% | 1,265 | -90.7% | 0.00% | -91.7% |
| Q1 2023 | $2,761,005 | -14.1% | 13,599 | -8.4% | 0.01% | -29.4% |
| Q4 2022 | $3,215,279 | -25.4% | 14,845 | -26.9% | 0.02% | -34.6% |
| Q3 2022 | $4,311,000 | -46.0% | 20,303 | -30.6% | 0.03% | -61.8% |
| Q1 2022 | $7,986,000 | +254.1% | 29,234 | +235.8% | 0.07% | +142.9% |
| Q3 2021 | $2,255,000 | -30.2% | 8,707 | -30.7% | 0.03% | -24.3% |
| Q2 2021 | $3,230,000 | +4.8% | 12,564 | -8.3% | 0.04% | -24.5% |
| Q1 2021 | $3,083,000 | +2.8% | 13,702 | -26.6% | 0.05% | +14.0% |
| Q3 2020 | $2,998,000 | -16.7% | 18,667 | -26.8% | 0.04% | -18.9% |
| Q2 2020 | $3,597,000 | +1232.2% | 25,515 | +1327.8% | 0.05% | +562.5% |
| Q4 2019 | $270,000 | – | 1,787 | – | 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% |