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 2022 | $222,222 | -11.5% | 2,088 | +101.2% | 0.00% | -40.0% |
Q2 2022 | $251,000 | -20.3% | 1,038 | -10.1% | 0.01% | +25.0% |
Q1 2022 | $315,000 | -61.4% | 1,154 | -82.2% | 0.00% | -86.2% |
Q3 2018 | $817,000 | +62.7% | 6,487 | +65.9% | 0.03% | -6.5% |
Q2 2018 | $502,000 | +52.6% | 3,911 | +13.7% | 0.03% | +29.2% |
Q1 2018 | $329,000 | +18.3% | 3,440 | -3.1% | 0.02% | -11.1% |
Q2 2017 | $278,000 | +4.5% | 3,551 | -1.9% | 0.03% | +17.4% |
Q4 2016 | $266,000 | -7.0% | 3,620 | +1.8% | 0.02% | -57.4% |
Q4 2015 | $286,000 | – | 3,557 | – | 0.05% | – |
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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% |