MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 335 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $24,556 | -4.1% | 83 | 0.0% | 0.02% | -14.3% |
| Q1 2024 | $25,595 | +7.7% | 83 | 0.0% | 0.02% | -4.5% |
| Q4 2023 | $23,758 | +22.2% | 83 | 0.0% | 0.02% | +10.0% |
| Q3 2023 | $19,442 | +19.5% | 83 | 0.0% | 0.02% | +25.0% |
| Q2 2023 | $16,274 | -3.4% | 83 | 0.0% | 0.02% | -11.1% |
| Q1 2023 | $16,851 | -6.3% | 83 | 0.0% | 0.02% | -18.2% |
| Q4 2022 | $17,977 | -0.1% | 83 | 0.0% | 0.02% | +4.8% |
| Q3 2022 | $18,000 | -10.0% | 83 | 0.0% | 0.02% | -4.5% |
| Q2 2022 | $20,000 | -13.0% | 83 | 0.0% | 0.02% | +10.0% |
| Q1 2022 | $23,000 | -17.9% | 83 | 0.0% | 0.02% | -9.1% |
| Q4 2021 | $28,000 | +33.3% | 83 | 0.0% | 0.02% | +22.2% |
| Q3 2021 | $21,000 | 0.0% | 83 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $21,000 | +10.5% | 83 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $19,000 | – | 83 | – | 0.02% | – |
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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% |