MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 3 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 200,750 | $47,023,680 | 6.06% |
| Select Equity Group, L.P. | 3,598,908 | $843,008,210 | 3.45% |
| Liontrust Investment Partners LLP | 453,130 | $106,145,519 | 1.70% |
| CEERA INVESTMENTS, LLC | 12,456 | $2,917,693 | 1.59% |
| AMERICAN CAPITAL MANAGEMENT INC | 161,787 | $37,896,987 | 1.46% |
| CRAMER ROSENTHAL MCGLYNN LLC | 109,026 | $25,538,250 | 1.43% |
| 2Xideas AG | 54,634 | $12,797,468 | 1.42% |
| Alamar Capital Management, LLC | 5,841 | $1,368,190 | 1.29% |
| Kensington Investment Counsel, LLC | 8,238 | $1,929,669 | 1.20% |
| Covey Capital Advisors, LLC | 3,439 | $805,551 | 1.14% |