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 | $3,549 | +50.0% | 15,157 | +25.6% | 0.04% | +60.7% |
| Q2 2023 | $2,366 | -3.4% | 12,072 | 0.0% | 0.03% | -3.4% |
| Q1 2023 | $2,450 | -6.3% | 12,072 | 0.0% | 0.03% | -12.1% |
| Q4 2022 | $2,614 | -99.9% | 12,072 | +6.2% | 0.03% | +3.1% |
| Q3 2022 | $2,413,000 | -11.6% | 11,368 | +0.6% | 0.03% | -3.0% |
| Q2 2022 | $2,731,000 | -11.8% | 11,297 | -0.3% | 0.03% | 0.0% |
| Q1 2022 | $3,096,000 | -21.1% | 11,336 | -1.3% | 0.03% | -13.2% |
| Q4 2021 | $3,926,000 | +29.3% | 11,481 | -2.0% | 0.04% | +22.6% |
| Q3 2021 | $3,036,000 | +1.8% | 11,721 | +1.0% | 0.03% | +3.3% |
| Q2 2021 | $2,983,000 | +42.3% | 11,603 | +24.5% | 0.03% | +30.4% |
| Q1 2021 | $2,097,000 | +460.7% | 9,319 | +476.0% | 0.02% | +475.0% |
| Q4 2020 | $374,000 | +22.2% | 1,618 | -23.7% | 0.00% | -20.0% |
| Q2 2019 | $306,000 | +14.6% | 2,120 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $267,000 | +8.5% | 2,120 | -5.4% | 0.01% | 0.0% |
| Q4 2018 | $246,000 | -12.1% | 2,240 | +0.7% | 0.01% | 0.0% |
| Q3 2018 | $280,000 | +1.1% | 2,224 | +3.0% | 0.01% | 0.0% |
| Q2 2018 | $277,000 | +69.9% | 2,160 | +25.6% | 0.01% | +66.7% |
| Q1 2018 | $163,000 | +29.4% | 1,720 | +32.3% | 0.00% | 0.0% |
| Q4 2017 | $126,000 | – | 1,300 | – | 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% |