MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,466 | -35.0% | 1,065 | -43.7% | 0.00% | -100.0% |
| Q1 2023 | $383,727 | -13.6% | 1,890 | -7.8% | 0.00% | 0.0% |
| Q4 2022 | $444,226 | -16.0% | 2,051 | -17.6% | 0.00% | 0.0% |
| Q3 2022 | $529,000 | -27.2% | 2,490 | -17.1% | 0.00% | 0.0% |
| Q2 2022 | $727,000 | -10.5% | 3,005 | +1.1% | 0.00% | 0.0% |
| Q1 2022 | $812,000 | -50.3% | 2,972 | -37.8% | 0.00% | -50.0% |
| Q4 2021 | $1,634,000 | +6.9% | 4,778 | -19.0% | 0.00% | -33.3% |
| Q3 2021 | $1,529,000 | -18.1% | 5,902 | -18.7% | 0.00% | 0.0% |
| Q2 2021 | $1,867,000 | +45.1% | 7,261 | +27.0% | 0.00% | +50.0% |
| Q1 2021 | $1,287,000 | +116.3% | 5,717 | +122.7% | 0.00% | +100.0% |
| Q4 2020 | $595,000 | – | 2,567 | – | 0.00% | – |
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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% |