MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q3 2022. The put-call ratio across all filers is 4.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $201,000 | -12.2% | 830 | -1.1% | 0.02% | +5.9% |
| Q1 2022 | $229,000 | -24.4% | 839 | -5.3% | 0.02% | -15.0% |
| Q4 2021 | $303,000 | -27.2% | 886 | -44.8% | 0.02% | -33.3% |
| Q3 2021 | $416,000 | +0.7% | 1,606 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $413,000 | +14.4% | 1,606 | 0.0% | 0.03% | +7.1% |
| Q1 2021 | $361,000 | -21.4% | 1,606 | -19.0% | 0.03% | -26.3% |
| Q4 2020 | $459,000 | +38.7% | 1,982 | -3.7% | 0.04% | +18.8% |
| Q3 2020 | $331,000 | +43.3% | 2,058 | +25.7% | 0.03% | +33.3% |
| Q2 2020 | $231,000 | – | 1,637 | – | 0.02% | – |
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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% |