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 | $200,510 | +71255.9% | 856 | -34.0% | 0.01% | +12.5% |
| Q4 2022 | $281 | -99.9% | 1,296 | +3.7% | 0.01% | -55.6% |
| Q3 2022 | $265,000 | -13.4% | 1,250 | -1.3% | 0.02% | -21.7% |
| Q2 2022 | $306,000 | -3.5% | 1,266 | +9.0% | 0.02% | +35.3% |
| Q1 2022 | $317,000 | -15.7% | 1,161 | +5.7% | 0.02% | -10.5% |
| Q4 2021 | $376,000 | +31.9% | 1,098 | -0.4% | 0.02% | +18.8% |
| Q3 2021 | $285,000 | -9.8% | 1,102 | -10.3% | 0.02% | -5.9% |
| Q2 2021 | $316,000 | +15.8% | 1,229 | +1.4% | 0.02% | +6.2% |
| Q1 2021 | $273,000 | -2.5% | 1,212 | +0.2% | 0.02% | -5.9% |
| Q4 2020 | $280,000 | +3.7% | 1,209 | -28.1% | 0.02% | -10.5% |
| Q3 2020 | $270,000 | +29.8% | 1,681 | +13.7% | 0.02% | +26.7% |
| Q2 2020 | $208,000 | +1.0% | 1,479 | +8.8% | 0.02% | -16.7% |
| Q4 2019 | $206,000 | – | 1,360 | – | 0.02% | – |
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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% |