MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q3 2022. The put-call ratio across all filers is 4.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,150,147 | +39.4% | 5,866 | +44.4% | 0.01% | +42.9% |
| Q1 2023 | $824,911 | +5.2% | 4,063 | +12.2% | 0.01% | 0.0% |
| Q4 2022 | $784,272 | +13.8% | 3,621 | +11.5% | 0.01% | 0.0% |
| Q3 2022 | $689,000 | -39.9% | 3,247 | -31.5% | 0.01% | -36.4% |
| Q2 2022 | $1,147,000 | +106.3% | 4,742 | -17.3% | 0.01% | +175.0% |
| Q4 2017 | $556,000 | +13.9% | 5,737 | 0.0% | 0.00% | +33.3% |
| Q3 2017 | $488,000 | +3.6% | 5,737 | -4.7% | 0.00% | 0.0% |
| Q2 2017 | $471,000 | -0.2% | 6,018 | +0.3% | 0.00% | 0.0% |
| Q1 2017 | $472,000 | +20.1% | 6,002 | +25.0% | 0.00% | 0.0% |
| Q2 2016 | $393,000 | -13.6% | 4,802 | -6.8% | 0.00% | -40.0% |
| Q1 2016 | $455,000 | -8.3% | 5,154 | -16.4% | 0.01% | 0.0% |
| Q4 2015 | $496,000 | -90.0% | 6,168 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $4,950,000 | +828.7% | 6,168 | -17.0% | 0.01% | 0.0% |
| Q2 2014 | $533,000 | -6.8% | 7,429 | +2.6% | 0.01% | -16.7% |
| Q1 2014 | $572,000 | +18.4% | 7,241 | +15.8% | 0.01% | +20.0% |
| Q4 2013 | $483,000 | +87.9% | 6,254 | +92.8% | 0.01% | +66.7% |
| Q3 2013 | $257,000 | – | 3,244 | – | 0.00% | – |
Download | ||||||
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% |