MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,818 | +19.8% | 1,233 | +0.2% | 0.12% | -16.7% |
| Q2 2023 | $241,167 | -3.4% | 1,230 | 0.0% | 0.14% | +26.3% |
| Q1 2023 | $249,727 | +15.0% | 1,230 | +22.6% | 0.11% | +6.5% |
| Q4 2022 | $217,240 | +2.0% | 1,003 | 0.0% | 0.11% | -10.1% |
| Q3 2022 | $213,000 | -12.3% | 1,003 | 0.0% | 0.12% | -13.1% |
| Q2 2022 | $243,000 | -11.3% | 1,003 | 0.0% | 0.14% | +9.6% |
| Q1 2022 | $274,000 | -20.1% | 1,003 | 0.0% | 0.12% | -17.8% |
| Q4 2021 | $343,000 | +27.0% | 1,003 | -3.7% | 0.15% | +26.7% |
| Q3 2021 | $270,000 | +0.7% | 1,041 | 0.0% | 0.12% | +8.1% |
| Q2 2021 | $268,000 | +14.5% | 1,041 | 0.0% | 0.11% | +6.7% |
| Q1 2021 | $234,000 | -6.4% | 1,041 | -3.6% | 0.10% | -15.4% |
| Q4 2020 | $250,000 | – | 1,080 | – | 0.12% | – |
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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% |