MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,994,875 | +3.1% | 29,862 | -13.7% | 0.98% | +1.8% |
| Q2 2023 | $6,782,061 | +10.4% | 34,590 | +14.4% | 0.97% | +4.9% |
| Q1 2023 | $6,141,454 | -6.1% | 30,249 | +0.1% | 0.92% | -11.4% |
| Q4 2022 | $6,543,834 | +2.0% | 30,213 | 0.0% | 1.04% | -4.8% |
| Q3 2022 | $6,415,000 | -11.1% | 30,213 | +1.2% | 1.09% | -4.2% |
| Q2 2022 | $7,217,000 | -4.1% | 29,844 | +8.3% | 1.14% | +14.0% |
| Q1 2022 | $7,528,000 | -13.2% | 27,557 | +8.7% | 1.00% | -16.1% |
| Q4 2021 | $8,671,000 | +34.1% | 25,355 | +1.6% | 1.19% | +12.2% |
| Q3 2021 | $6,465,000 | +29.2% | 24,958 | +28.2% | 1.06% | +29.4% |
| Q2 2021 | $5,004,000 | +25.8% | 19,464 | +10.1% | 0.82% | +14.8% |
| Q1 2021 | $3,977,000 | +57.9% | 17,672 | +62.5% | 0.71% | +42.8% |
| Q4 2020 | $2,518,000 | – | 10,872 | – | 0.50% | – |
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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% |