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% | – |
Download |
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% |