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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,295,776 | -11.9% | 6,290 | +3.0% | 0.12% | -18.8% |
| Q4 2022 | $1,470,372 | +7.5% | 6,107 | +2.4% | 0.15% | -2.0% |
| Q3 2022 | $1,368,000 | -48.4% | 5,964 | -44.0% | 0.15% | -58.4% |
| Q2 2022 | $2,649,000 | -7.2% | 10,647 | +2.2% | 0.36% | 0.0% |
| Q1 2022 | $2,853,000 | +10.5% | 10,415 | +12.6% | 0.36% | +16.2% |
| Q4 2021 | $2,582,000 | -5.0% | 9,250 | +5.9% | 0.31% | +5.4% |
| Q3 2021 | $2,717,000 | +59.4% | 8,737 | +36.4% | 0.30% | +24.7% |
| Q2 2021 | $1,705,000 | +21.4% | 6,406 | +15.5% | 0.24% | -23.6% |
| Q1 2021 | $1,405,000 | – | 5,548 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,500 | $8,624,000 | 2.82% |
| Chicago Capital, LLC | 156,642 | $19,721,000 | 1.36% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 2,261,872 | $284,770,000 | 1.32% |
| Palo Capital, Inc. | 28,629 | $3,604,000 | 1.30% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,752,226 | $220,605,000 | 1.29% |
| AMERICAN CAPITAL MANAGEMENT INC | 214,850 | $27,050,000 | 1.18% |
| Force Capital Management LLC | 9,349 | $1,177,000 | 1.18% |
| Copeland Capital Management, LLC | 145,246 | $18,287,000 | 1.11% |
| Sapphire Star Partners LP | 7,916 | $997,000 | 1.00% |
| BAMCO INC /NY/ | 1,457,606 | $183,513,000 | 0.76% |