MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 291 filers reported holding MORNINGSTAR INC in Q2 2023. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $187,392 | +19.5% | 800 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $156,856 | -22.7% | 800 | -20.0% | 0.00% | -20.0% |
| Q1 2023 | $203,030 | -14.8% | 1,000 | -9.1% | 0.01% | -16.7% |
| Q4 2022 | $238,249 | +1.8% | 1,100 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $234,000 | -22.5% | 1,100 | -12.0% | 0.01% | -25.0% |
| Q2 2022 | $302,000 | -18.2% | 1,250 | -7.4% | 0.01% | 0.0% |
| Q1 2022 | $369,000 | -20.1% | 1,350 | 0.0% | 0.01% | -20.0% |
| Q4 2021 | $462,000 | +32.0% | 1,350 | 0.0% | 0.01% | +11.1% |
| Q3 2021 | $350,000 | +0.9% | 1,350 | 0.0% | 0.01% | +12.5% |
| Q2 2021 | $347,000 | +14.1% | 1,350 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $304,000 | -2.9% | 1,350 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $313,000 | +5.4% | 1,350 | -27.0% | 0.01% | 0.0% |
| Q3 2020 | $297,000 | +13.8% | 1,850 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $261,000 | +12.0% | 1,850 | -7.5% | 0.01% | 0.0% |
| Q1 2020 | $233,000 | -24.8% | 2,000 | -2.4% | 0.01% | -10.0% |
| Q4 2019 | $310,000 | +3.3% | 2,050 | 0.0% | 0.01% | -9.1% |
| Q3 2019 | $300,000 | +1.0% | 2,050 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $297,000 | – | 2,050 | – | 0.01% | – |
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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% |