MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q3 2022. The put-call ratio across all filers is 4.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,789,084 | +35.1% | 216,824 | +13.1% | 0.09% | +50.0% |
| Q2 2023 | $37,584,997 | -17.2% | 191,691 | -14.3% | 0.06% | -20.0% |
| Q1 2023 | $45,391,821 | -9.8% | 223,572 | -3.7% | 0.08% | -12.8% |
| Q4 2022 | $50,296,527 | +136.4% | 232,220 | +131.8% | 0.09% | +126.3% |
| Q3 2022 | $21,273,000 | -10.9% | 100,199 | +1.5% | 0.04% | -5.0% |
| Q2 2022 | $23,871,000 | -12.9% | 98,714 | -1.6% | 0.04% | +14.3% |
| Q1 2022 | $27,409,000 | -30.3% | 100,340 | -12.7% | 0.04% | -20.5% |
| Q4 2021 | $39,313,000 | – | 114,957 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 68,300 | $6,623,000 | 5.57% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
| Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
| AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
| Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
| Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
| BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
| Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
| Force Capital Management LLC | 4,715 | $457,000 | 0.48% |