MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $329,107 | -20.6% | 1,405 | -26.6% | 0.00% | 0.0% |
| Q4 2022 | $414,553 | +16.1% | 1,914 | +13.7% | 0.00% | 0.0% |
| Q3 2022 | $357,000 | -11.2% | 1,683 | +1.1% | 0.00% | 0.0% |
| Q2 2022 | $402,000 | -27.0% | 1,664 | -17.5% | 0.00% | 0.0% |
| Q1 2022 | $551,000 | -20.9% | 2,017 | -1.1% | 0.00% | 0.0% |
| Q4 2021 | $697,000 | +32.5% | 2,039 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $526,000 | +10.5% | 2,030 | +9.6% | 0.00% | 0.0% |
| Q2 2021 | $476,000 | +19.3% | 1,852 | +4.5% | 0.00% | 0.0% |
| Q1 2021 | $399,000 | +19.5% | 1,773 | +22.9% | 0.00% | 0.0% |
| Q4 2020 | $334,000 | +44.0% | 1,443 | -0.3% | 0.00% | 0.0% |
| Q3 2020 | $232,000 | +12.6% | 1,447 | -0.9% | 0.00% | 0.0% |
| Q2 2020 | $206,000 | -41.5% | 1,460 | -37.2% | 0.00% | -50.0% |
| Q4 2019 | $352,000 | +0.3% | 2,325 | -3.2% | 0.00% | 0.0% |
| Q3 2019 | $351,000 | +6.0% | 2,403 | +4.9% | 0.00% | 0.0% |
| Q2 2019 | $331,000 | +12.6% | 2,290 | -1.9% | 0.00% | 0.0% |
| Q1 2019 | $294,000 | +17.6% | 2,335 | +2.4% | 0.00% | 0.0% |
| Q4 2018 | $250,000 | -16.7% | 2,280 | -4.2% | 0.00% | 0.0% |
| Q3 2018 | $300,000 | – | 2,381 | – | 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% |