Avalon Investment & Advisory - MORNINGSTAR INC ownership

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
Avalon Investment & Advisory ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q3 2016$1,112,000
-2.4%
14,025
+0.7%
0.04%
-4.5%
Q2 2016$1,139,000
+22.6%
13,930
+32.3%
0.04%
+10.0%
Q1 2016$929,000
+24.0%
10,526
+12.9%
0.04%
+25.0%
Q4 2015$749,000
+23.6%
9,320
+23.5%
0.03%
+18.5%
Q3 2015$606,0007,5470.03%
Other shareholders
MORNINGSTAR INC shareholders Q3 2023
NameSharesValueWeighting ↓
Praesidium Investment Management Company, LLC 298,676$64,690,2356.58%
Select Equity Group, L.P. 3,945,781$854,616,7073.21%
CEERA INVESTMENTS, LLC 12,566$2,721,6701.72%
Alamar Capital Management, LLC 7,329$1,587,3961.63%
AMERICAN CAPITAL MANAGEMENT INC 184,448$39,949,5921.56%
Kensington Investment Counsel, LLC 8,913$1,930,4671.52%
Yorktown Management & Research Co Inc 4,700$1,017,9731.24%
Martin Capital Advisors, LLP 4,439$961,4431.08%
Covey Capital Advisors, LLC 3,026$655,4011.07%
2Xideas AG 46,401$10,049,9931.06%
View complete list of MORNINGSTAR INC shareholders