MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,036,980 | +19.5% | 4,427 | 0.0% | 0.01% | +18.2% |
| Q2 2023 | $868,002 | -5.2% | 4,427 | -1.8% | 0.01% | -8.3% |
| Q1 2023 | $915,259 | -6.3% | 4,508 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $976,388 | -1.2% | 4,508 | -3.1% | 0.01% | -13.3% |
| Q3 2022 | $988,000 | -11.6% | 4,653 | +0.6% | 0.02% | -6.2% |
| Q2 2022 | $1,118,000 | -14.1% | 4,623 | -2.9% | 0.02% | 0.0% |
| Q1 2022 | $1,302,000 | -21.7% | 4,759 | -2.2% | 0.02% | -20.0% |
| Q4 2021 | $1,663,000 | +29.6% | 4,864 | -1.8% | 0.02% | +17.6% |
| Q3 2021 | $1,283,000 | +0.7% | 4,954 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $1,274,000 | +8.2% | 4,954 | -5.3% | 0.02% | 0.0% |
| Q1 2021 | $1,177,000 | -12.8% | 5,231 | -10.1% | 0.02% | -18.2% |
| Q4 2020 | $1,350,000 | +39.5% | 5,821 | -3.4% | 0.02% | +22.2% |
| Q3 2020 | $968,000 | +13.9% | 6,027 | 0.0% | 0.02% | +5.9% |
| Q2 2020 | $850,000 | -19.0% | 6,027 | -33.3% | 0.02% | -26.1% |
| Q1 2020 | $1,050,000 | -25.7% | 9,032 | -3.3% | 0.02% | -14.8% |
| Q4 2019 | $1,413,000 | +3.3% | 9,341 | -0.2% | 0.03% | 0.0% |
| Q3 2019 | $1,368,000 | -1.2% | 9,364 | -2.1% | 0.03% | -6.9% |
| Q2 2019 | $1,384,000 | +9.3% | 9,569 | -4.8% | 0.03% | +7.4% |
| Q1 2019 | $1,266,000 | +6.1% | 10,053 | -7.5% | 0.03% | -6.9% |
| Q4 2018 | $1,193,000 | -14.8% | 10,865 | -2.4% | 0.03% | -6.5% |
| Q3 2018 | $1,401,000 | -19.3% | 11,135 | -17.7% | 0.03% | -27.9% |
| Q2 2018 | $1,735,000 | -29.9% | 13,530 | -47.8% | 0.04% | -31.7% |
| Q1 2018 | $2,475,000 | -84.9% | 25,920 | -84.6% | 0.06% | -84.6% |
| Q4 2017 | $16,356,000 | +12.1% | 168,672 | -1.7% | 0.41% | +6.0% |
| Q3 2017 | $14,586,000 | +9.9% | 171,623 | +1.3% | 0.39% | +4.3% |
| Q2 2017 | $13,267,000 | +6.0% | 169,362 | +6.4% | 0.37% | +2.2% |
| Q1 2017 | $12,514,000 | +18.4% | 159,216 | +10.8% | 0.36% | +11.4% |
| Q4 2016 | $10,571,000 | +1463.8% | 143,719 | +1583.1% | 0.32% | +1377.3% |
| Q3 2016 | $676,000 | +26.6% | 8,539 | +30.6% | 0.02% | +22.2% |
| Q2 2016 | $534,000 | -7.5% | 6,539 | 0.0% | 0.02% | -10.0% |
| Q1 2016 | $577,000 | +10.5% | 6,539 | +0.6% | 0.02% | +11.1% |
| Q4 2015 | $522,000 | – | 6,500 | – | 0.02% | – |
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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% |