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 2023 | $2,004 | +6.9% | 7 | -12.5% | 0.00% | – |
| Q3 2023 | $1,874 | -16.1% | 8 | -27.3% | 0.00% | – |
| Q1 2023 | $2,233 | – | 11 | +1000.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | – | 0.00% | – |
| Q1 2016 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2015 | $9,328,000 | +18.4% | 116 | 0.0% | 0.00% | -50.0% |
| Q3 2015 | $7,877,000 | -5.4% | 116 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $8,330,000 | -4.1% | 116 | 0.0% | 0.00% | +100.0% |
| Q1 2015 | $8,690,000 | +15.8% | 116 | 0.0% | 0.00% | -50.0% |
| Q4 2014 | $7,506,000 | -4.7% | 116 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $7,876,000 | -5.5% | 116 | 0.0% | 0.00% | -33.3% |
| Q2 2014 | $8,330,000 | -9.1% | 116 | 0.0% | 0.00% | -40.0% |
| Q1 2014 | $9,166,000 | +1.2% | 116 | 0.0% | 0.01% | -37.5% |
| Q4 2013 | $9,058,000 | – | 116 | – | 0.01% | – |
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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% |