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 | $47,023,680 | -12.5% | 200,750 | -26.8% | 6.06% | +24.0% |
| Q2 2023 | $53,736,905 | -12.3% | 274,070 | -9.2% | 4.88% | -11.8% |
| Q1 2023 | $61,282,575 | -5.3% | 301,840 | +1.1% | 5.54% | -15.8% |
| Q4 2022 | $64,690,235 | -6.9% | 298,676 | -8.7% | 6.58% | -3.0% |
| Q3 2022 | $69,489,000 | -3.6% | 327,284 | +9.8% | 6.78% | +7.7% |
| Q2 2022 | $72,054,000 | +17.0% | 297,952 | +32.2% | 6.29% | +46.6% |
| Q1 2022 | $61,583,000 | -20.5% | 225,439 | -0.5% | 4.29% | -1.3% |
| Q4 2021 | $77,465,000 | +22.6% | 226,512 | -7.1% | 4.35% | +24.3% |
| Q3 2021 | $63,169,000 | +4.5% | 243,867 | +3.8% | 3.50% | +8.5% |
| Q2 2021 | $60,424,000 | – | 235,012 | – | 3.22% | – |
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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% |