MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 302 filers reported holding MORNINGSTAR INC in Q4 2020. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,243 | -6.5% | 38 | -2.6% | 0.01% | -10.0% |
| Q1 2024 | $12,027 | +7.7% | 39 | 0.0% | 0.01% | -9.1% |
| Q4 2023 | $11,164 | +22.2% | 39 | 0.0% | 0.01% | +57.1% |
| Q3 2023 | $9,136 | +19.5% | 39 | 0.0% | 0.01% | +16.7% |
| Q2 2023 | $7,647 | -82.6% | 39 | -81.2% | 0.01% | -82.9% |
| Q3 2022 | $44,000 | -13.7% | 208 | -1.0% | 0.04% | -5.4% |
| Q2 2022 | $51,000 | -16.4% | 210 | -6.2% | 0.04% | -9.8% |
| Q1 2022 | $61,000 | -19.7% | 224 | +1.4% | 0.04% | -16.3% |
| Q4 2021 | $76,000 | +22.6% | 221 | -8.3% | 0.05% | +11.4% |
| Q3 2021 | $62,000 | -3.1% | 241 | -3.6% | 0.04% | -4.3% |
| Q2 2021 | $64,000 | +12.3% | 250 | -1.2% | 0.05% | +2.2% |
| Q1 2021 | $57,000 | -9.5% | 253 | -6.6% | 0.04% | -15.1% |
| Q4 2020 | $63,000 | – | 271 | – | 0.05% | – |
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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% |