MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 223 filers reported holding MORNINGSTAR INC in Q1 2020. The put-call ratio across all filers is 0.31 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. | 68,300 | $6,623,000 | 5.57% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 3,128,600 | $303,380,000 | 1.59% |
| Palo Capital, Inc. | 33,938 | $3,291,000 | 1.47% |
| AMERICAN CAPITAL MANAGEMENT INC | 208,560 | $20,224,000 | 1.22% |
| Copeland Capital Management, LLC | 159,314 | $15,449,000 | 0.98% |
| Sapphire Star Partners LP | 7,056 | $684,000 | 0.81% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 881,216 | $85,452,000 | 0.69% |
| BAMCO INC /NY/ | 1,504,371 | $145,879,000 | 0.67% |
| Zebra Capital Management LLC | 16,384 | $1,589,000 | 0.54% |
| Force Capital Management LLC | 4,715 | $457,000 | 0.48% |