MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 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 ↓ |
|---|---|---|---|
| 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% |