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 | $2,917,693 | +19.5% | 12,456 | 0.0% | 1.59% | +12.5% |
| Q2 2023 | $2,442,248 | -4.3% | 12,456 | -0.9% | 1.41% | -13.4% |
| Q1 2023 | $2,551,275 | -6.3% | 12,566 | 0.0% | 1.63% | -5.3% |
| Q4 2022 | $2,721,670 | +1.3% | 12,566 | -0.7% | 1.72% | -3.6% |
| Q3 2022 | $2,688,000 | -14.6% | 12,660 | -2.7% | 1.78% | -0.7% |
| Q2 2022 | $3,146,000 | -12.3% | 13,009 | -1.0% | 1.80% | +0.6% |
| Q1 2022 | $3,589,000 | -20.6% | 13,137 | -0.6% | 1.79% | -23.6% |
| Q4 2021 | $4,520,000 | +29.8% | 13,217 | -1.6% | 2.34% | +22.4% |
| Q3 2021 | $3,481,000 | +0.5% | 13,437 | -0.2% | 1.91% | -27.2% |
| Q2 2021 | $3,463,000 | +14.2% | 13,467 | -0.0% | 2.63% | +6.4% |
| Q1 2021 | $3,032,000 | – | 13,472 | – | 2.47% | – |
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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% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
| Force Capital Management LLC | 3,884 | $489,000 | 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% |