MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 243 filers reported holding MORNINGSTAR INC in Q3 2019. The put-call ratio across all filers is 0.64 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,567 | +20.4% | 1,582 | +0.8% | 0.00% | – |
| Q2 2023 | $307,830 | -0.2% | 1,570 | +0.4% | 0.00% | – |
| Q1 2023 | $308,563 | +9.8% | 1,563 | +20.4% | 0.00% | – |
| Q4 2022 | $281,134 | +17.1% | 1,298 | +14.6% | 0.00% | – |
| Q3 2022 | $240,000 | +9.6% | 1,133 | +76.8% | 0.00% | – |
| Q4 2021 | $219,000 | -91.4% | 641 | -96.3% | 0.00% | -100.0% |
| Q3 2019 | $2,539,000 | +435.7% | 17,377 | +199.8% | 0.00% | +200.0% |
| Q2 2016 | $474,000 | -16.7% | 5,796 | -10.1% | 0.00% | 0.0% |
| Q1 2016 | $569,000 | -37.7% | 6,447 | -43.2% | 0.00% | 0.0% |
| Q4 2015 | $913,000 | -22.6% | 11,357 | -23.4% | 0.00% | 0.0% |
| Q2 2015 | $1,179,000 | +60.4% | 14,827 | +57.4% | 0.00% | 0.0% |
| Q4 2013 | $735,000 | – | 9,418 | – | 0.00% | – |
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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% |