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 | $123,841,517 | +24.3% | 528,695 | +4.0% | 0.78% | +29.9% |
| Q2 2023 | $99,654,734 | -11.5% | 508,261 | -8.4% | 0.60% | -14.0% |
| Q1 2023 | $112,630,283 | -18.6% | 554,747 | -13.2% | 0.70% | -24.7% |
| Q4 2022 | $138,381,300 | +0.7% | 638,909 | -1.3% | 0.93% | -2.5% |
| Q3 2022 | $137,443,000 | -18.6% | 647,337 | -7.2% | 0.96% | -10.5% |
| Q2 2022 | $168,777,000 | -20.7% | 697,915 | -10.5% | 1.07% | +1.8% |
| Q1 2022 | $212,919,000 | -22.7% | 779,437 | -3.3% | 1.05% | -6.8% |
| Q4 2021 | $275,542,000 | +30.6% | 805,703 | -1.1% | 1.12% | +31.2% |
| Q3 2021 | $210,999,000 | +0.8% | 814,573 | +0.1% | 0.86% | +0.8% |
| Q2 2021 | $209,315,000 | +11.1% | 814,106 | -2.7% | 0.85% | +0.5% |
| Q1 2021 | $188,382,000 | -3.4% | 837,105 | -0.5% | 0.85% | -11.8% |
| Q4 2020 | $194,916,000 | +47.5% | 841,717 | +2.3% | 0.96% | +14.0% |
| Q3 2020 | $132,181,000 | +45.0% | 822,991 | +27.2% | 0.84% | +27.4% |
| Q2 2020 | $91,187,000 | – | 646,855 | – | 0.66% | – |
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% |