MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $1,068,000 | -12.6% | 8,328 | -34.9% | 0.07% | -8.1% |
| Q1 2018 | $1,222,000 | +4.8% | 12,798 | +6.4% | 0.07% | +10.4% |
| Q4 2017 | $1,166,000 | +1.4% | 12,023 | -11.1% | 0.07% | -1.5% |
| Q3 2017 | $1,150,000 | +7.5% | 13,530 | -1.0% | 0.07% | +23.6% |
| Q2 2017 | $1,070,000 | -6.4% | 13,664 | -6.1% | 0.06% | -5.2% |
| Q1 2017 | $1,143,000 | +8.8% | 14,546 | +1.8% | 0.06% | +5.5% |
| Q4 2016 | $1,051,000 | -6.3% | 14,286 | +0.9% | 0.06% | -1.8% |
| Q3 2016 | $1,122,000 | -4.8% | 14,152 | -1.7% | 0.06% | -3.4% |
| Q2 2016 | $1,178,000 | -14.9% | 14,402 | -8.2% | 0.06% | -14.7% |
| Q1 2016 | $1,385,000 | +52.4% | 15,696 | +38.9% | 0.07% | +54.5% |
| Q4 2015 | $909,000 | -41.2% | 11,302 | -41.3% | 0.04% | -44.3% |
| Q3 2015 | $1,546,000 | +1.7% | 19,262 | +0.8% | 0.08% | +14.5% |
| Q2 2015 | $1,520,000 | +3.5% | 19,112 | -2.5% | 0.07% | +15.0% |
| Q1 2015 | $1,468,000 | – | 19,601 | – | 0.06% | – |
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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% |