MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $344,333 | +19.5% | 1,470 | 0.0% | 0.05% | +17.5% |
| Q2 2023 | $288,223 | -3.4% | 1,470 | 0.0% | 0.04% | -7.0% |
| Q1 2023 | $298,454 | +93753.5% | 1,470 | 0.0% | 0.04% | -6.5% |
| Q4 2022 | $318 | -99.9% | 1,470 | 0.0% | 0.05% | -9.8% |
| Q3 2022 | $312,000 | -12.1% | 1,470 | 0.0% | 0.05% | -5.6% |
| Q2 2022 | $355,000 | -11.7% | 1,470 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $402,000 | -20.1% | 1,470 | 0.0% | 0.05% | -15.6% |
| Q4 2021 | $503,000 | +32.0% | 1,470 | 0.0% | 0.06% | +16.4% |
| Q3 2021 | $381,000 | +0.8% | 1,470 | 0.0% | 0.06% | +5.8% |
| Q2 2021 | $378,000 | +14.2% | 1,470 | 0.0% | 0.05% | +8.3% |
| Q1 2021 | $331,000 | -2.6% | 1,470 | 0.0% | 0.05% | -7.7% |
| Q4 2020 | $340,000 | +44.1% | 1,470 | 0.0% | 0.05% | +18.2% |
| Q3 2020 | $236,000 | -0.4% | 1,470 | -12.5% | 0.04% | -6.4% |
| Q2 2020 | $237,000 | -6.7% | 1,680 | 0.0% | 0.05% | +6.8% |
| Q4 2019 | $254,000 | +3.3% | 1,680 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $246,000 | +1.2% | 1,680 | 0.0% | 0.04% | -2.2% |
| Q2 2019 | $243,000 | +14.6% | 1,680 | 0.0% | 0.04% | +9.8% |
| Q1 2019 | $212,000 | 0.0% | 1,680 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $212,000 | -1.4% | 1,680 | 0.0% | 0.04% | -6.8% |
| Q2 2018 | $215,000 | – | 1,680 | – | 0.04% | – |
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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% |