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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q1 2023 | $2 | -71.4% | 11 | -65.6% | 0.00% | – |
| Q4 2022 | $7 | -99.9% | 32 | 0.0% | 0.00% | – |
| Q3 2022 | $7,000 | -12.5% | 32 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | -11.1% | 32 | 0.0% | 0.00% | – |
| Q1 2022 | $9,000 | +28.6% | 32 | +52.4% | 0.00% | – |
| Q4 2021 | $7,000 | +40.0% | 21 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | +66.7% | 21 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | -88.5% | 21 | -88.5% | 0.00% | -100.0% |
| Q2 2020 | $26,000 | +13.0% | 183 | -6.2% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | +53.3% | 195 | +103.1% | 0.00% | +100.0% |
| Q4 2019 | $15,000 | +400.0% | 96 | +357.1% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 21 | -40.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 35 | -22.2% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 45 | +28.6% | 0.00% | -100.0% |
| Q3 2016 | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $3,000 | +50.0% | 35 | +25.0% | 0.00% | – |
| Q1 2016 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q4 2015 | $2,000 | – | 28 | – | 0.00% | – |
Download | ||||||
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% |