MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q3 2022. The put-call ratio across all filers is 4.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,338,330 | +2081.6% | 22,790 | +1726.1% | 0.00% | – |
| Q2 2023 | $244,695 | -4.9% | 1,248 | -1.5% | 0.00% | – |
| Q1 2023 | $257,239 | -8.8% | 1,267 | -2.7% | 0.00% | – |
| Q4 2022 | $282,000 | +19.3% | 1,302 | +17.0% | 0.00% | – |
| Q3 2022 | $236,312 | -15.0% | 1,113 | -3.1% | 0.00% | – |
| Q2 2022 | $277,863 | -7.8% | 1,149 | +4.2% | 0.00% | – |
| Q1 2022 | $301,307 | +14.1% | 1,103 | +42.9% | 0.00% | – |
| Q4 2021 | $264,000 | +26.3% | 772 | -4.1% | 0.00% | – |
| Q3 2021 | $209,000 | -6.7% | 805 | -7.5% | 0.00% | – |
| Q2 2021 | $224,000 | +11.4% | 870 | 0.0% | 0.00% | – |
| Q4 2020 | $201,000 | +4.7% | 870 | -42.2% | 0.00% | – |
| Q2 2018 | $192,000 | +29.7% | 1,504 | -2.3% | 0.00% | – |
| Q1 2018 | $148,000 | 0.0% | 1,540 | +1.4% | 0.00% | – |
| Q4 2017 | $148,000 | +13.8% | 1,519 | -0.7% | 0.00% | – |
| Q3 2017 | $130,000 | +10.2% | 1,529 | +1.3% | 0.00% | – |
| Q2 2017 | $118,000 | +6.3% | 1,510 | +6.9% | 0.00% | – |
| Q1 2017 | $111,000 | +14.4% | 1,412 | +8.0% | 0.00% | – |
| Q4 2016 | $97,000 | -2.0% | 1,308 | +5.1% | 0.00% | – |
| Q3 2016 | $99,000 | -2.9% | 1,244 | 0.0% | 0.00% | – |
| Q2 2016 | $102,000 | -8.1% | 1,244 | -1.5% | 0.00% | – |
| Q1 2016 | $111,000 | +8.8% | 1,263 | 0.0% | 0.00% | – |
| Q4 2015 | $102,000 | +1.0% | 1,263 | 0.0% | 0.00% | – |
| Q3 2015 | $101,000 | +1.0% | 1,263 | 0.0% | 0.00% | – |
| Q2 2015 | $100,000 | +5.3% | 1,263 | 0.0% | 0.00% | – |
| Q1 2015 | $95,000 | +15.9% | 1,263 | 0.0% | 0.00% | – |
| Q4 2014 | $82,000 | -9.9% | 1,263 | -6.1% | 0.00% | – |
| Q3 2014 | $91,000 | -7.1% | 1,345 | -1.2% | 0.00% | – |
| Q2 2014 | $98,000 | -10.9% | 1,362 | -1.8% | 0.00% | – |
| Q1 2014 | $110,000 | +1.9% | 1,387 | 0.0% | 0.00% | – |
| Q4 2013 | $108,000 | -42.6% | 1,387 | -41.4% | 0.00% | – |
| Q3 2013 | $188,000 | -17.5% | 2,368 | -19.3% | 0.00% | – |
| Q2 2013 | $228,000 | – | 2,933 | – | 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% |