MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,785,402 | +19.5% | 11,898 | +0.0% | 0.00% | +100.0% |
| Q2 2023 | $2,331,510 | -3.6% | 11,896 | -0.1% | 0.00% | -50.0% |
| Q1 2023 | $2,418,914 | +92.5% | 11,908 | +105.1% | 0.00% | +100.0% |
| Q4 2022 | $1,256,431 | +11.3% | 5,805 | +9.1% | 0.00% | 0.0% |
| Q3 2022 | $1,129,000 | -4.9% | 5,322 | +8.3% | 0.00% | 0.0% |
| Q2 2022 | $1,187,000 | -53.7% | 4,914 | -47.6% | 0.00% | 0.0% |
| Q1 2022 | $2,561,000 | -61.9% | 9,376 | -52.3% | 0.00% | -66.7% |
| Q4 2021 | $6,716,000 | +50.1% | 19,636 | +13.6% | 0.00% | +50.0% |
| Q3 2021 | $4,475,000 | -3.8% | 17,280 | -4.5% | 0.00% | 0.0% |
| Q2 2021 | $4,650,000 | +167.9% | 18,086 | +134.5% | 0.00% | +100.0% |
| Q1 2021 | $1,736,000 | -74.9% | 7,712 | -74.2% | 0.00% | -66.7% |
| Q4 2020 | $6,923,000 | +83.2% | 29,897 | +27.1% | 0.00% | +50.0% |
| Q3 2020 | $3,779,000 | – | 23,531 | – | 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% |