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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $1,161,000 | -11.5% | 3,394 | -33.0% | 0.02% | -59.3% |
Q3 2021 | $1,312,000 | -9.3% | 5,066 | -9.9% | 0.05% | +10.2% |
Q2 2021 | $1,447,000 | -7.3% | 5,625 | -18.9% | 0.05% | 0.0% |
Q1 2021 | $1,561,000 | -12.5% | 6,939 | -9.9% | 0.05% | -10.9% |
Q4 2020 | $1,784,000 | +27.2% | 7,701 | -11.9% | 0.06% | +19.6% |
Q3 2020 | $1,403,000 | +17.1% | 8,737 | +2.8% | 0.05% | +12.2% |
Q2 2020 | $1,198,000 | +24.3% | 8,499 | +2.4% | 0.04% | +7.9% |
Q1 2020 | $964,000 | -34.4% | 8,298 | -14.6% | 0.04% | +40.7% |
Q4 2019 | $1,470,000 | – | 9,716 | – | 0.03% | – |
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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% |