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 | $29,679 | -6.6% | 146,183 | -0.4% | 0.05% | -20.3% |
| Q4 2022 | $31,789 | -99.9% | 146,773 | +0.7% | 0.06% | +1.6% |
| Q3 2022 | $30,934,000 | -13.0% | 145,692 | -1.0% | 0.06% | -4.5% |
| Q2 2022 | $35,574,000 | -12.1% | 147,101 | -0.7% | 0.07% | +22.2% |
| Q1 2022 | $40,483,000 | -17.5% | 148,198 | +3.3% | 0.05% | -8.5% |
| Q4 2021 | $49,073,000 | +30.7% | 143,494 | -1.0% | 0.06% | +28.3% |
| Q3 2021 | $37,548,000 | +3.6% | 144,959 | +2.9% | 0.05% | +4.5% |
| Q2 2021 | $36,232,000 | +18.9% | 140,920 | +4.1% | 0.04% | +12.8% |
| Q1 2021 | $30,469,000 | -2.7% | 135,396 | +0.1% | 0.04% | -4.9% |
| Q4 2020 | $31,314,000 | +63.6% | 135,228 | +13.5% | 0.04% | +46.4% |
| Q3 2020 | $19,144,000 | +12.7% | 119,193 | -1.1% | 0.03% | +3.7% |
| Q2 2020 | $16,990,000 | +31.4% | 120,523 | +8.4% | 0.03% | 0.0% |
| Q1 2020 | $12,926,000 | -24.0% | 111,186 | -1.1% | 0.03% | -6.9% |
| Q4 2019 | $17,009,000 | -3.8% | 112,411 | -7.1% | 0.03% | -14.7% |
| Q3 2019 | $17,681,000 | +26.7% | 120,991 | +25.4% | 0.03% | +30.8% |
| Q2 2019 | $13,960,000 | +67.7% | 96,512 | +46.1% | 0.03% | +62.5% |
| Q1 2019 | $8,325,000 | +40.3% | 66,071 | +22.3% | 0.02% | +14.3% |
| Q4 2018 | $5,933,000 | +6.7% | 54,013 | +22.3% | 0.01% | +27.3% |
| Q3 2018 | $5,558,000 | -0.6% | 44,149 | +1.3% | 0.01% | 0.0% |
| Q2 2018 | $5,590,000 | – | 43,586 | – | 0.01% | – |
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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% |