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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,587 | -6.3% | 62 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $13,428 | +3.3% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -13.3% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -11.8% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $17,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | +6.2% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $16,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +14.3% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +40.0% | 62 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $10,000 | +11.1% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +28.6% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -22.2% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | +12.5% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -12.5% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | +33.3% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | +20.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | – | 62 | – | 0.00% | – |
Download | ||||||
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% |