MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,778 | +19.7% | 76 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $14,857 | -3.2% | 76 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $15,352 | -6.1% | 76 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $16,352 | +2.2% | 76 | +1.3% | 0.01% | 0.0% |
| Q3 2022 | $16,000 | -11.1% | 75 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $18,000 | -14.3% | 75 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $21,000 | -19.2% | 75 | 0.0% | 0.01% | -25.0% |
| Q4 2021 | $26,000 | +36.8% | 75 | 0.0% | 0.01% | +33.3% |
| Q3 2021 | $19,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | +11.8% | 75 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $17,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $17,000 | +41.7% | 75 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $12,000 | +9.1% | 75 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $11,000 | +22.2% | 75 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $9,000 | -18.2% | 75 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $11,000 | – | 75 | – | 0.00% | – |
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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% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
| Force Capital Management LLC | 3,884 | $489,000 | 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% |