MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 316 filers reported holding MORNINGSTAR INC in Q3 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,541 | -20.7% | 23,657 | -33.6% | 0.26% | -14.5% |
| Q2 2023 | $6,986 | +14.9% | 35,631 | +19.0% | 0.30% | +5.9% |
| Q1 2023 | $6,081 | +79.2% | 29,951 | +91.2% | 0.29% | +52.7% |
| Q4 2022 | $3,393 | -99.9% | 15,666 | +14.6% | 0.19% | +7.4% |
| Q3 2022 | $2,902,000 | +171.5% | 13,666 | +209.1% | 0.18% | +118.8% |
| Q2 2022 | $1,069,000 | -59.7% | 4,421 | -54.5% | 0.08% | -54.0% |
| Q1 2022 | $2,653,000 | +225.1% | 9,711 | +306.8% | 0.17% | +70.6% |
| Q4 2021 | $816,000 | +32.0% | 2,387 | 0.0% | 0.10% | +24.4% |
| Q3 2021 | $618,000 | – | 2,387 | – | 0.08% | – |
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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% |