MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 319 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,384 | -4.1% | 52 | 0.0% | 0.00% | -50.0% |
| Q1 2024 | $16,035 | +7.7% | 52 | 0.0% | 0.00% | +100.0% |
| Q4 2023 | $14,884 | +17.7% | 52 | -3.7% | 0.00% | 0.0% |
| Q3 2023 | $12,649 | +7.5% | 54 | -10.0% | 0.00% | 0.0% |
| Q2 2023 | $11,764 | +345.8% | 60 | +361.5% | 0.00% | – |
| Q1 2023 | $2,639 | +204.7% | 13 | +225.0% | 0.00% | – |
| Q4 2022 | $866 | -71.1% | 4 | -66.7% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 12 | -25.0% | 0.00% | -100.0% |
| Q1 2022 | $4,000 | +100.0% | 16 | +128.6% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 7 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $2,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | – | 7 | – | 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% |