MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 316 filers reported holding MORNINGSTAR INC in Q3 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,242 | +33.7% | 6,337 | +38.5% | 0.01% | +25.0% |
| Q1 2023 | $929 | +112.1% | 4,576 | +126.3% | 0.01% | +33.3% |
| Q4 2022 | $438 | -99.9% | 2,022 | -45.0% | 0.01% | -40.0% |
| Q3 2022 | $781,000 | -89.7% | 3,677 | -88.3% | 0.01% | -89.2% |
| Q2 2022 | $7,609,000 | -35.1% | 31,464 | -8.2% | 0.09% | -23.1% |
| Q4 2021 | $11,716,000 | +818.2% | 34,257 | +595.4% | 0.12% | +611.8% |
| Q3 2021 | $1,276,000 | -10.5% | 4,926 | -11.2% | 0.02% | +6.2% |
| Q2 2021 | $1,426,000 | +55.2% | 5,548 | +35.8% | 0.02% | +23.1% |
| Q1 2021 | $919,000 | -52.5% | 4,084 | -70.2% | 0.01% | -74.0% |
| Q2 2020 | $1,934,000 | +418.5% | 13,719 | +456.6% | 0.05% | +614.3% |
| Q4 2019 | $373,000 | -12.0% | 2,465 | -15.0% | 0.01% | -53.3% |
| Q3 2019 | $424,000 | – | 2,900 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,300 | $6,623,000 | 5.57% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
| Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
| AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
| Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
| Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
| BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
| Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
| Force Capital Management LLC | 4,715 | $457,000 | 0.48% |