MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 316 filers reported holding MORNINGSTAR INC in Q3 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,494 | +12.9% | 1,317 | -5.5% | 0.01% | +20.0% |
| Q2 2023 | $273,321 | +9.4% | 1,394 | +13.3% | 0.01% | 0.0% |
| Q1 2023 | $249,726 | -52.0% | 1,230 | -48.8% | 0.01% | -50.0% |
| Q4 2022 | $520,032 | -2.1% | 2,401 | -4.0% | 0.01% | -9.1% |
| Q3 2022 | $531,000 | -10.5% | 2,501 | +2.0% | 0.01% | -8.3% |
| Q2 2022 | $593,000 | -2.6% | 2,451 | +9.9% | 0.01% | +9.1% |
| Q1 2022 | $609,000 | -20.2% | 2,231 | 0.0% | 0.01% | -15.4% |
| Q4 2021 | $763,000 | +27.4% | 2,231 | -3.6% | 0.01% | +18.2% |
| Q3 2021 | $599,000 | +65.0% | 2,314 | +64.0% | 0.01% | +57.1% |
| Q2 2021 | $363,000 | – | 1,411 | – | 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% |