MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,362,281 | +2.1% | 14,354 | -14.5% | 0.63% | +14.0% |
| Q2 2023 | $3,292,015 | -3.4% | 16,790 | 0.0% | 0.56% | +1.3% |
| Q1 2023 | $3,408,874 | -1.0% | 16,790 | +5.7% | 0.55% | +8.3% |
| Q4 2022 | $3,441,615 | +7.4% | 15,890 | +5.3% | 0.51% | -9.8% |
| Q3 2022 | $3,205,000 | -2.5% | 15,095 | +11.0% | 0.56% | -3.8% |
| Q2 2022 | $3,288,000 | +16.9% | 13,598 | +32.0% | 0.58% | +27.2% |
| Q1 2022 | $2,813,000 | -20.0% | 10,299 | +0.2% | 0.46% | -8.9% |
| Q4 2021 | $3,516,000 | +32.0% | 10,281 | 0.0% | 0.50% | +14.8% |
| Q3 2021 | $2,663,000 | +4.4% | 10,281 | +3.7% | 0.44% | +8.1% |
| Q2 2021 | $2,550,000 | – | 9,918 | – | 0.41% | – |
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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% |