MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 251 filers reported holding MORNINGSTAR INC in Q2 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $446,227 | +67.8% | 1,905 | +65.7% | 0.04% | +85.0% |
| Q4 2020 | $266,000 | -17.1% | 1,150 | -42.5% | 0.02% | -25.9% |
| Q3 2020 | $321,000 | +13.8% | 2,000 | 0.0% | 0.03% | +3.8% |
| Q2 2020 | $282,000 | -24.6% | 2,000 | -37.8% | 0.03% | -36.6% |
| Q1 2020 | $374,000 | +10.0% | 3,215 | +42.9% | 0.04% | +24.2% |
| Q4 2019 | $340,000 | +3.3% | 2,250 | 0.0% | 0.03% | -5.7% |
| Q3 2019 | $329,000 | +1.2% | 2,250 | 0.0% | 0.04% | +2.9% |
| Q2 2019 | $325,000 | +14.8% | 2,250 | 0.0% | 0.03% | +3.0% |
| Q1 2019 | $283,000 | +28.6% | 2,250 | +12.5% | 0.03% | +13.8% |
| Q4 2018 | $220,000 | -12.7% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $252,000 | – | 2,000 | – | 0.03% | – |
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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% |