MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q3 2022. The put-call ratio across all filers is 4.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $640,953 | +26.6% | 3,269 | +31.1% | 0.02% | +9.1% |
Q1 2023 | $506,154 | +4.2% | 2,493 | +11.2% | 0.02% | -8.3% |
Q4 2022 | $485,595 | +11.1% | 2,242 | +8.8% | 0.02% | 0.0% |
Q3 2022 | $437,000 | +9.5% | 2,060 | +24.9% | 0.02% | +4.3% |
Q2 2022 | $399,000 | -15.3% | 1,649 | -4.5% | 0.02% | -14.8% |
Q1 2022 | $471,000 | -23.9% | 1,726 | -4.6% | 0.03% | -22.9% |
Q4 2021 | $619,000 | +32.5% | 1,809 | +0.4% | 0.04% | +9.4% |
Q3 2021 | $467,000 | -6.8% | 1,801 | -7.5% | 0.03% | -11.1% |
Q2 2021 | $501,000 | +14.1% | 1,948 | -0.2% | 0.04% | -7.7% |
Q1 2021 | $439,000 | -5.6% | 1,952 | -2.7% | 0.04% | -25.0% |
Q4 2020 | $465,000 | +32.1% | 2,007 | -8.4% | 0.05% | +10.6% |
Q3 2020 | $352,000 | -8.6% | 2,190 | -19.8% | 0.05% | -21.7% |
Q2 2020 | $385,000 | +29.2% | 2,730 | +6.6% | 0.06% | +3.4% |
Q1 2020 | $298,000 | -16.5% | 2,562 | +4.8% | 0.06% | 0.0% |
Q3 2019 | $357,000 | +10.9% | 2,445 | +9.7% | 0.06% | +5.5% |
Q2 2019 | $322,000 | +21.5% | 2,229 | +5.8% | 0.06% | +17.0% |
Q1 2019 | $265,000 | – | 2,107 | – | 0.05% | – |
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% |