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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $772 | +18.0% | 3,294 | -1.2% | 0.00% | +50.0% |
| Q2 2023 | $654 | +13.7% | 3,335 | +17.8% | 0.00% | 0.0% |
| Q1 2023 | $575 | -7.3% | 2,832 | -1.0% | 0.00% | 0.0% |
| Q4 2022 | $620 | -99.9% | 2,862 | -0.9% | 0.00% | -33.3% |
| Q3 2022 | $613,000 | +23.6% | 2,889 | +41.0% | 0.00% | +50.0% |
| Q2 2022 | $496,000 | -2.0% | 2,049 | +10.7% | 0.00% | 0.0% |
| Q1 2022 | $506,000 | -21.3% | 1,851 | -1.6% | 0.00% | 0.0% |
| Q4 2021 | $643,000 | +32.3% | 1,881 | +0.3% | 0.00% | 0.0% |
| Q3 2021 | $486,000 | -1.6% | 1,875 | -2.3% | 0.00% | 0.0% |
| Q2 2021 | $494,000 | +13.8% | 1,920 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $434,000 | +4.6% | 1,929 | +7.8% | 0.00% | 0.0% |
| Q4 2020 | $415,000 | +18.9% | 1,790 | -17.6% | 0.00% | 0.0% |
| Q3 2020 | $349,000 | +16.7% | 2,173 | +2.5% | 0.00% | 0.0% |
| Q2 2020 | $299,000 | +16.8% | 2,121 | -3.6% | 0.00% | 0.0% |
| Q1 2020 | $256,000 | – | 2,201 | – | 0.00% | – |
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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% |