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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |