MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $565,270 | -7.2% | 2,883 | -3.9% | 0.01% | -10.0% |
| Q1 2023 | $608,887 | -23.5% | 2,999 | -18.4% | 0.01% | -28.6% |
| Q4 2022 | $796,185 | -3.6% | 3,676 | -5.5% | 0.01% | -12.5% |
| Q3 2022 | $826,000 | -17.2% | 3,888 | -5.8% | 0.02% | -11.1% |
| Q2 2022 | $998,000 | -6.2% | 4,127 | +6.0% | 0.02% | +12.5% |
| Q1 2022 | $1,064,000 | -16.9% | 3,895 | +4.0% | 0.02% | -15.8% |
| Q4 2021 | $1,280,000 | +28.1% | 3,744 | -2.9% | 0.02% | +18.8% |
| Q3 2021 | $999,000 | +8.9% | 3,855 | +8.1% | 0.02% | +6.7% |
| Q2 2021 | $917,000 | +22.4% | 3,566 | +7.2% | 0.02% | +15.4% |
| Q1 2021 | $749,000 | +35.0% | 3,328 | +38.8% | 0.01% | +30.0% |
| Q4 2020 | $555,000 | – | 2,397 | – | 0.01% | – |
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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% |