MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,458 | -8.3% | 1,351 | -69.3% | 0.00% | +200.0% |
| Q1 2017 | $345,000 | -29.7% | 4,394 | -34.1% | 0.00% | 0.0% |
| Q4 2016 | $491,000 | -60.1% | 6,669 | -57.1% | 0.00% | -75.0% |
| Q3 2016 | $1,232,000 | -13.6% | 15,537 | -10.9% | 0.00% | 0.0% |
| Q2 2016 | $1,426,000 | +454.9% | 17,438 | +339.9% | 0.00% | +300.0% |
| Q4 2014 | $257,000 | -57.0% | 3,964 | -48.2% | 0.00% | -50.0% |
| Q4 2013 | $597,000 | -2.8% | 7,648 | -1.2% | 0.00% | 0.0% |
| Q3 2013 | $614,000 | -6.7% | 7,742 | -8.7% | 0.00% | -33.3% |
| Q2 2013 | $658,000 | – | 8,480 | – | 0.00% | – |
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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% |