MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $790 | +19.5% | 3,372 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $661 | +5.9% | 3,372 | +9.8% | 0.00% | 0.0% |
| Q1 2023 | $624 | -6.2% | 3,072 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $665 | -99.9% | 3,072 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $652,000 | -36.9% | 3,072 | -28.1% | 0.00% | -42.9% |
| Q2 2022 | $1,033,000 | -11.5% | 4,272 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $1,167,000 | -20.1% | 4,272 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $1,461,000 | +32.0% | 4,272 | 0.0% | 0.01% | +16.7% |
| Q3 2021 | $1,107,000 | +0.8% | 4,272 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,098,000 | +4.5% | 4,272 | -8.6% | 0.01% | 0.0% |
| Q1 2021 | $1,051,000 | -2.9% | 4,672 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $1,082,000 | +44.3% | 4,672 | 0.0% | 0.01% | +40.0% |
| Q3 2020 | $750,000 | -43.1% | 4,672 | -50.0% | 0.01% | -16.7% |
| Q2 2020 | $1,318,000 | – | 9,344 | – | 0.01% | – |
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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% |