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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,449 | +19.5% | 241 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $47,250 | -3.4% | 241 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $48,928 | +60.2% | 241 | +70.9% | 0.00% | 0.0% |
| Q4 2022 | $30,539 | +79.6% | 141 | +76.2% | 0.00% | – |
| Q3 2022 | $17,000 | -10.5% | 80 | 0.0% | 0.00% | – |
| Q2 2022 | $19,000 | -13.6% | 80 | 0.0% | 0.00% | – |
| Q1 2022 | $22,000 | +15.8% | 80 | +42.9% | 0.00% | – |
| Q4 2021 | $19,000 | +26.7% | 56 | 0.0% | 0.00% | – |
| Q3 2021 | $15,000 | +7.1% | 56 | 0.0% | 0.00% | – |
| Q2 2021 | $14,000 | +7.7% | 56 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | +225.0% | 56 | +1.8% | 0.00% | – |
| Q1 2017 | $4,000 | -81.0% | 55 | -80.6% | 0.00% | -100.0% |
| Q1 2015 | $21,000 | – | 284 | – | 0.00% | – |
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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% |