MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
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. | 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% |