MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 223 filers reported holding MORNINGSTAR INC in Q1 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $223,124 | +3.0% | 754 | +7.3% | 0.01% | -14.3% |
| Q1 2024 | $216,626 | +5.7% | 703 | -6.3% | 0.01% | -41.7% |
| Q1 2022 | $205,000 | -19.9% | 750 | 0.0% | 0.01% | -25.0% |
| Q4 2021 | $256,000 | +20.2% | 750 | -20.8% | 0.02% | -20.0% |
| Q1 2021 | $213,000 | -72.4% | 947 | -71.6% | 0.02% | -75.0% |
| Q4 2020 | $771,000 | +31.6% | 3,332 | -8.8% | 0.08% | +11.1% |
| Q3 2020 | $586,000 | +0.5% | 3,652 | -11.7% | 0.07% | -24.2% |
| Q2 2020 | $583,000 | -22.1% | 4,135 | -35.7% | 0.10% | -52.0% |
| Q1 2020 | $748,000 | +56.5% | 6,433 | +103.6% | 0.20% | +86.8% |
| Q4 2019 | $478,000 | – | 3,159 | – | 0.11% | – |
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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% |