MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297 | +17.4% | 1,270 | -1.6% | 0.01% | +20.0% |
| Q2 2023 | $253 | -3.8% | 1,290 | -0.5% | 0.01% | -9.1% |
| Q1 2023 | $263 | -6.7% | 1,297 | -0.4% | 0.01% | -8.3% |
| Q4 2022 | $282 | -99.9% | 1,302 | -17.5% | 0.01% | -7.7% |
| Q3 2022 | $335,000 | -30.5% | 1,578 | -20.8% | 0.01% | -7.1% |
| Q2 2022 | $482,000 | -11.2% | 1,992 | +0.2% | 0.01% | +7.7% |
| Q1 2022 | $543,000 | -20.8% | 1,989 | -0.8% | 0.01% | -7.1% |
| Q4 2021 | $686,000 | +66.5% | 2,005 | +26.1% | 0.01% | +55.6% |
| Q3 2021 | $412,000 | +89.0% | 1,590 | +87.3% | 0.01% | +125.0% |
| Q2 2021 | $218,000 | – | 849 | – | 0.00% | – |
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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% |