MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 291 filers reported holding MORNINGSTAR INC in Q2 2023. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
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 | 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% |