MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $160,000 | +26.0% | 790 | +218.5% | 0.00% | – |
| Q3 2022 | $127,000 | -11.8% | 248 | -58.5% | 0.00% | – |
| Q2 2022 | $144,000 | -11.7% | 597 | 0.0% | 0.00% | – |
| Q1 2022 | $163,000 | -20.1% | 597 | 0.0% | 0.00% | – |
| Q4 2021 | $204,000 | +17.9% | 597 | -10.5% | 0.00% | – |
| Q3 2021 | $173,000 | +1.2% | 667 | 0.0% | 0.00% | – |
| Q2 2021 | $171,000 | +14.0% | 667 | 0.0% | 0.00% | – |
| Q1 2021 | $150,000 | -25.4% | 667 | -23.0% | 0.00% | – |
| Q4 2020 | $201,000 | +44.6% | 866 | 0.0% | 0.00% | – |
| Q3 2020 | $139,000 | +13.9% | 866 | 0.0% | 0.00% | – |
| Q2 2020 | $122,000 | +144.0% | 866 | +100.0% | 0.00% | – |
| Q1 2020 | $50,000 | -66.9% | 433 | -56.7% | 0.00% | – |
| Q4 2019 | $151,000 | +3.4% | 1,000 | 0.0% | 0.00% | – |
| Q3 2019 | $146,000 | – | 1,000 | – | 0.00% | – |
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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% |