MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 239 filers reported holding MORNINGSTAR INC in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,677,509 | +17.3% | 24,238 | -1.9% | 0.70% | +22.0% |
| Q2 2023 | $4,842,145 | -3.5% | 24,696 | -0.1% | 0.58% | -10.1% |
| Q1 2023 | $5,019,308 | +41.7% | 24,722 | +51.2% | 0.64% | +32.7% |
| Q4 2022 | $3,541,247 | +0.9% | 16,350 | -1.1% | 0.48% | -9.6% |
| Q3 2022 | $3,510,000 | -10.3% | 16,530 | +2.1% | 0.53% | -5.3% |
| Q2 2022 | $3,914,000 | -13.4% | 16,186 | -2.2% | 0.56% | -0.7% |
| Q1 2022 | $4,522,000 | -15.7% | 16,555 | +5.1% | 0.57% | -13.1% |
| Q4 2021 | $5,363,000 | +29.3% | 15,745 | -1.6% | 0.65% | +16.6% |
| Q3 2021 | $4,149,000 | -1.2% | 16,007 | -1.8% | 0.56% | -2.6% |
| Q2 2021 | $4,198,000 | +12.5% | 16,296 | -1.5% | 0.58% | +4.2% |
| Q1 2021 | $3,730,000 | -2.3% | 16,551 | +0.4% | 0.55% | -7.1% |
| Q4 2020 | $3,818,000 | +47.9% | 16,488 | +2.6% | 0.60% | +27.7% |
| Q3 2020 | $2,581,000 | +18.5% | 16,069 | +4.6% | 0.47% | +5.2% |
| Q2 2020 | $2,178,000 | +98.0% | 15,369 | +63.5% | 0.44% | +56.0% |
| Q1 2020 | $1,100,000 | -17.2% | 9,401 | +7.1% | 0.28% | +8.8% |
| Q4 2019 | $1,329,000 | – | 8,780 | – | 0.26% | – |
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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% |