MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $630,000 | +85.3% | 2,689 | +54.9% | 0.03% | +52.6% |
| Q2 2023 | $340,000 | -70.9% | 1,736 | -69.9% | 0.02% | -75.3% |
| Q1 2023 | $1,169,000 | -49.6% | 5,758 | -46.2% | 0.08% | -55.5% |
| Q4 2022 | $2,318,000 | +677.9% | 10,701 | +661.6% | 0.17% | +355.3% |
| Q3 2022 | $298,000 | +9.2% | 1,405 | +24.7% | 0.04% | -2.6% |
| Q2 2022 | $273,000 | -13.1% | 1,127 | -1.8% | 0.04% | -18.8% |
| Q1 2022 | $314,000 | -10.5% | 1,148 | +12.0% | 0.05% | -25.0% |
| Q4 2021 | $351,000 | +8.7% | 1,025 | -52.0% | 0.06% | -68.5% |
| Q4 2019 | $323,000 | -34.3% | 2,134 | -36.6% | 0.20% | -38.7% |
| Q3 2019 | $492,000 | -5.6% | 3,365 | -6.6% | 0.33% | +8.2% |
| Q2 2019 | $521,000 | – | 3,604 | – | 0.31% | – |
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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% |