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 | $874,757 | +15.1% | 3,734 | -3.6% | 0.00% | -50.0% |
| Q2 2023 | $759,837 | -28.0% | 3,875 | -25.4% | 0.00% | +100.0% |
| Q1 2023 | $1,054,944 | -1.6% | 5,196 | +4.9% | 0.00% | 0.0% |
| Q4 2022 | $1,072,337 | +13.8% | 4,951 | +11.6% | 0.00% | 0.0% |
| Q3 2022 | $942,000 | +4.4% | 4,436 | +18.9% | 0.00% | 0.0% |
| Q2 2022 | $902,000 | +102.7% | 3,731 | +129.2% | 0.00% | +100.0% |
| Q1 2022 | $445,000 | -19.7% | 1,628 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $554,000 | +37.5% | 1,621 | +4.3% | 0.00% | 0.0% |
| Q3 2021 | $403,000 | +4.9% | 1,554 | +4.1% | 0.00% | 0.0% |
| Q2 2021 | $384,000 | +20.0% | 1,493 | +4.9% | 0.00% | 0.0% |
| Q1 2021 | $320,000 | -12.8% | 1,423 | -10.2% | 0.00% | 0.0% |
| Q4 2020 | $367,000 | +48.0% | 1,584 | +2.7% | 0.00% | 0.0% |
| Q3 2020 | $248,000 | – | 1,542 | – | 0.00% | – |
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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% |