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 | 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% |