MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,280 | +19.5% | 125 | 0.0% | 0.00% | – |
| Q2 2023 | $24,509 | +7087.4% | 125 | -92.1% | 0.00% | -100.0% |
| Q4 2022 | $341 | -99.9% | 1,576 | -30.5% | 0.00% | -25.0% |
| Q3 2022 | $493,000 | +33.6% | 2,269 | +48.6% | 0.00% | +33.3% |
| Q2 2022 | $369,000 | +7280.0% | 1,527 | +7535.0% | 0.00% | – |
| Q1 2022 | $5,000 | -16.7% | 20 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | -99.8% | 20 | -99.8% | 0.00% | -100.0% |
| Q3 2021 | $3,186,000 | +63620.0% | 12,300 | +61400.0% | 0.02% | – |
| Q2 2021 | $5,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | -99.8% | 20 | -99.9% | 0.00% | -100.0% |
| Q3 2018 | $2,037,000 | – | 16,181 | – | 0.02% | – |
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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% |