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 | $360,261 | +70.8% | 1,538 | +42.9% | 0.39% | +13.3% |
| Q2 2023 | $210,971 | -60.3% | 1,076 | -56.1% | 0.34% | -37.7% |
| Q4 2022 | $531,087 | -0.9% | 2,452 | -1.8% | 0.55% | +17.1% |
| Q3 2022 | $536,000 | -11.1% | 2,496 | -5.8% | 0.47% | -0.2% |
| Q2 2022 | $603,000 | -9.9% | 2,649 | +8.2% | 0.47% | +19.4% |
| Q1 2022 | $669,000 | -27.4% | 2,449 | -9.1% | 0.40% | -40.2% |
| Q4 2021 | $921,000 | +46.9% | 2,693 | +11.3% | 0.66% | +36.9% |
| Q3 2021 | $627,000 | +28.7% | 2,420 | +27.7% | 0.48% | +15.8% |
| Q2 2021 | $487,000 | +31.3% | 1,895 | +15.1% | 0.42% | +17.4% |
| Q1 2021 | $371,000 | +27.9% | 1,647 | +31.5% | 0.36% | +13.3% |
| Q4 2020 | $290,000 | – | 1,252 | – | 0.32% | – |
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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% |