MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $763 | -99.9% | 3,523 | 0.0% | 0.10% | -2.0% |
| Q3 2022 | $748,000 | -12.2% | 3,523 | -0.0% | 0.10% | -7.3% |
| Q2 2022 | $852,000 | -11.5% | 3,524 | 0.0% | 0.11% | +4.8% |
| Q1 2022 | $963,000 | -20.5% | 3,524 | -0.6% | 0.10% | -14.0% |
| Q4 2021 | $1,212,000 | +20.5% | 3,544 | -8.8% | 0.12% | +17.5% |
| Q3 2021 | $1,006,000 | -9.9% | 3,884 | -72.7% | 0.10% | +56.1% |
| Q2 2017 | $1,116,000 | +16.5% | 14,240 | +16.8% | 0.07% | +11.9% |
| Q1 2017 | $958,000 | +4.7% | 12,190 | -2.0% | 0.06% | 0.0% |
| Q4 2016 | $915,000 | +8.0% | 12,440 | +16.4% | 0.06% | +3.5% |
| Q3 2016 | $847,000 | +138.6% | 10,690 | +146.3% | 0.06% | +111.1% |
| Q2 2016 | $355,000 | -7.3% | 4,340 | 0.0% | 0.03% | -10.0% |
| Q1 2016 | $383,000 | +7.9% | 4,340 | -1.6% | 0.03% | +3.4% |
| Q4 2015 | $355,000 | +19.1% | 4,410 | +18.9% | 0.03% | +3.6% |
| Q3 2015 | $298,000 | +23.1% | 3,710 | +22.0% | 0.03% | +27.3% |
| Q2 2015 | $242,000 | -63.8% | 3,040 | -69.1% | 0.02% | -67.6% |
| Q3 2014 | $668,000 | +2.9% | 9,840 | +8.8% | 0.07% | +4.6% |
| Q2 2014 | $649,000 | -22.8% | 9,040 | -15.0% | 0.06% | -27.0% |
| Q1 2014 | $841,000 | -8.0% | 10,640 | -9.1% | 0.09% | -9.2% |
| Q4 2013 | $914,000 | -28.4% | 11,700 | -27.3% | 0.10% | -27.9% |
| Q3 2013 | $1,276,000 | -4.3% | 16,100 | -6.4% | 0.14% | -4.2% |
| Q2 2013 | $1,334,000 | – | 17,200 | – | 0.14% | – |
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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% |