MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,189,087 | +19.5% | 94,728 | 0.0% | 0.05% | +25.6% |
| Q2 2023 | $18,573,319 | -3.4% | 94,728 | 0.0% | 0.04% | -10.4% |
| Q1 2023 | $19,232,626 | +47.5% | 94,728 | +57.3% | 0.05% | +50.0% |
| Q4 2022 | $13,040,884 | -8.2% | 60,210 | -10.0% | 0.03% | -13.5% |
| Q3 2022 | $14,206,000 | -12.2% | 66,909 | 0.0% | 0.04% | -5.1% |
| Q2 2022 | $16,181,000 | -11.5% | 66,909 | 0.0% | 0.04% | +5.4% |
| Q1 2022 | $18,278,000 | -42.2% | 66,909 | -27.6% | 0.04% | -39.3% |
| Q4 2021 | $31,616,000 | +32.0% | 92,446 | 0.0% | 0.06% | +22.0% |
| Q3 2021 | $23,946,000 | +0.7% | 92,446 | 0.0% | 0.05% | -3.8% |
| Q2 2021 | $23,769,000 | +14.3% | 92,446 | 0.0% | 0.05% | +4.0% |
| Q1 2021 | $20,804,000 | -16.5% | 92,446 | -14.1% | 0.05% | -26.5% |
| Q4 2020 | $24,926,000 | +31.0% | 107,641 | -9.2% | 0.07% | +15.3% |
| Q3 2020 | $19,031,000 | -16.3% | 118,491 | -26.5% | 0.06% | -25.3% |
| Q2 2020 | $22,740,000 | +21.3% | 161,312 | 0.0% | 0.08% | +1.3% |
| Q1 2020 | $18,753,000 | +4.4% | 161,312 | +35.9% | 0.08% | +30.0% |
| Q4 2019 | $17,955,000 | – | 118,661 | – | 0.06% | – |
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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% |