MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $757,222 | +24.4% | 3,862 | +28.8% | 0.01% | +20.0% |
| Q1 2023 | $608,887 | -16.8% | 2,999 | -11.2% | 0.01% | -28.6% |
| Q4 2022 | $731,424 | -94.1% | 3,377 | -93.4% | 0.01% | -93.8% |
| Q2 2022 | $12,405,000 | -90.8% | 51,295 | -89.7% | 0.11% | -88.4% |
| Q1 2022 | $135,455,000 | -24.9% | 495,864 | -6.0% | 0.98% | -19.3% |
| Q4 2021 | $180,352,000 | +26.4% | 527,361 | -4.2% | 1.21% | +20.8% |
| Q3 2021 | $142,661,000 | +24.3% | 550,749 | +23.4% | 1.00% | +13.3% |
| Q2 2021 | $114,737,000 | +81.8% | 446,257 | +59.1% | 0.88% | +56.7% |
| Q1 2021 | $63,128,000 | – | 280,521 | – | 0.56% | – |
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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% |