MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 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. | 68,500 | $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% |