MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 239 filers reported holding MORNINGSTAR INC in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,538,250 | +77.8% | 109,026 | +48.8% | 1.43% | +98.5% |
| Q2 2023 | $14,366,833 | -11.9% | 73,274 | -8.8% | 0.72% | -2.2% |
| Q1 2023 | $16,305,136 | +8.2% | 80,309 | +15.5% | 0.74% | +10.9% |
| Q4 2022 | $15,063,185 | +25.6% | 69,547 | +23.2% | 0.66% | +15.3% |
| Q3 2022 | $11,989,000 | -4.3% | 56,465 | +9.0% | 0.58% | 0.0% |
| Q2 2022 | $12,525,000 | +2.8% | 51,793 | +16.2% | 0.58% | +21.1% |
| Q1 2022 | $12,178,000 | -46.4% | 44,580 | -32.9% | 0.48% | -35.2% |
| Q4 2021 | $22,733,000 | +28.4% | 66,472 | -2.7% | 0.73% | +21.2% |
| Q3 2021 | $17,704,000 | -1.9% | 68,346 | -2.6% | 0.60% | +4.5% |
| Q2 2021 | $18,047,000 | +8.2% | 70,191 | -5.3% | 0.58% | +4.5% |
| Q1 2021 | $16,681,000 | -16.6% | 74,123 | -14.2% | 0.55% | -11.9% |
| Q4 2020 | $19,995,000 | +43.3% | 86,347 | -0.6% | 0.63% | +11.5% |
| Q3 2020 | $13,951,000 | +10.7% | 86,862 | -2.8% | 0.56% | +11.0% |
| Q2 2020 | $12,598,000 | +19.4% | 89,370 | -1.5% | 0.51% | +2.2% |
| Q1 2020 | $10,553,000 | -26.9% | 90,775 | -4.9% | 0.50% | +21.2% |
| Q4 2019 | $14,440,000 | – | 95,435 | – | 0.41% | – |
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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% |