MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,691 | +19.5% | 1,130 | 0.0% | 0.21% | +20.8% |
| Q2 2023 | $221,559 | -3.4% | 1,130 | 0.0% | 0.17% | 0.0% |
| Q1 2023 | $229,424 | -6.3% | 1,130 | 0.0% | 0.17% | -4.4% |
| Q4 2022 | $244,747 | +2.0% | 1,130 | 0.0% | 0.18% | -21.3% |
| Q3 2022 | $240,000 | -12.1% | 1,130 | 0.0% | 0.23% | -5.0% |
| Q2 2022 | $273,000 | -11.7% | 1,130 | 0.0% | 0.24% | +3.4% |
| Q1 2022 | $309,000 | -19.9% | 1,130 | 0.0% | 0.23% | -18.2% |
| Q4 2021 | $386,000 | +31.7% | 1,130 | 0.0% | 0.29% | +13.5% |
| Q3 2021 | $293,000 | +0.7% | 1,130 | 0.0% | 0.25% | -6.0% |
| Q2 2021 | $291,000 | +14.6% | 1,130 | 0.0% | 0.27% | +15.5% |
| Q1 2021 | $254,000 | -3.1% | 1,130 | 0.0% | 0.23% | -0.4% |
| Q4 2020 | $262,000 | – | 1,130 | – | 0.23% | – |
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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% |