MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 316 filers reported holding MORNINGSTAR INC in Q3 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $992,006 | +29.3% | 4,235 | +8.3% | 0.46% | +34.9% |
| Q2 2023 | $767,026 | +6.3% | 3,912 | +10.1% | 0.34% | -7.1% |
| Q1 2023 | $721,366 | -4.1% | 3,553 | +2.3% | 0.36% | -0.5% |
| Q4 2022 | $752,434 | -17.7% | 3,474 | -11.6% | 0.37% | -19.9% |
| Q3 2022 | $914,000 | -1.9% | 3,930 | +7.7% | 0.46% | -3.4% |
| Q2 2022 | $932,000 | +2.2% | 3,648 | +1.3% | 0.47% | -4.6% |
| Q1 2022 | $912,000 | -17.7% | 3,601 | +11.1% | 0.50% | -16.6% |
| Q4 2021 | $1,108,000 | +14.9% | 3,241 | +6.5% | 0.60% | +10.8% |
| Q3 2021 | $964,000 | +44.7% | 3,043 | +15.5% | 0.54% | +35.9% |
| Q2 2021 | $666,000 | +21.3% | 2,635 | +13.1% | 0.40% | +5.3% |
| Q1 2021 | $549,000 | +17.8% | 2,330 | +24.0% | 0.38% | +13.6% |
| Q4 2020 | $466,000 | – | 1,879 | – | 0.33% | – |
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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% |