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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $491,443 | +31.8% | 2,269 | +29.2% | 0.00% | +50.0% |
| Q3 2022 | $373,000 | -48.3% | 1,756 | -41.1% | 0.00% | -33.3% |
| Q2 2022 | $721,000 | +7.3% | 2,982 | +21.2% | 0.00% | 0.0% |
| Q1 2022 | $672,000 | +100.0% | 2,460 | +7.1% | 0.00% | 0.0% |
| Q3 2019 | $336,000 | -76.2% | 2,297 | -82.1% | 0.00% | -76.9% |
| Q4 2018 | $1,411,000 | +529.9% | 12,848 | +622.6% | 0.01% | +550.0% |
| Q3 2018 | $224,000 | -65.5% | 1,778 | -64.9% | 0.00% | -66.7% |
| Q2 2018 | $649,000 | -40.4% | 5,059 | -55.6% | 0.01% | -40.0% |
| Q1 2018 | $1,089,000 | – | 11,403 | – | 0.01% | – |
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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% |