MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $156,860 | +1.6% | 548 | -16.8% | 0.03% | -9.1% |
| Q3 2023 | $154,364 | +4.3% | 659 | -12.7% | 0.03% | +10.0% |
| Q2 2023 | $148,033 | +20.1% | 755 | +24.4% | 0.03% | -16.7% |
| Q1 2023 | $123,239 | +71.4% | 607 | +82.8% | 0.04% | -48.6% |
| Q4 2022 | $71,908 | -5.4% | 332 | -7.5% | 0.07% | 0.0% |
| Q3 2022 | $76,000 | -50.0% | 359 | -43.0% | 0.07% | -39.7% |
| Q2 2022 | $152,000 | -6.7% | 630 | +5.7% | 0.12% | +50.6% |
| Q1 2022 | $163,000 | – | 596 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praesidium Investment Management Company, LLC | 298,676 | $64,690,235 | 6.58% |
| Select Equity Group, L.P. | 3,945,781 | $854,616,707 | 3.21% |
| CEERA INVESTMENTS, LLC | 12,566 | $2,721,670 | 1.72% |
| Alamar Capital Management, LLC | 7,329 | $1,587,396 | 1.63% |
| AMERICAN CAPITAL MANAGEMENT INC | 184,448 | $39,949,592 | 1.56% |
| Kensington Investment Counsel, LLC | 8,913 | $1,930,467 | 1.52% |
| Yorktown Management & Research Co Inc | 4,700 | $1,017,973 | 1.24% |
| Martin Capital Advisors, LLP | 4,439 | $961,443 | 1.08% |
| Covey Capital Advisors, LLC | 3,026 | $655,401 | 1.07% |
| 2Xideas AG | 46,401 | $10,049,993 | 1.06% |