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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,855,181 | -0.6% | 7,920 | -16.8% | 0.00% | 0.0% |
Q2 2023 | $1,865,606 | +34.5% | 9,515 | +39.3% | 0.00% | +33.3% |
Q1 2023 | $1,386,695 | -1.2% | 6,830 | +5.4% | 0.00% | 0.0% |
Q4 2022 | $1,403,503 | +49.2% | 6,480 | +46.3% | 0.00% | +50.0% |
Q3 2022 | $941,000 | +3.7% | 4,430 | +18.1% | 0.00% | 0.0% |
Q2 2022 | $907,000 | +592.4% | 3,750 | +681.2% | 0.00% | – |
Q1 2022 | $131,000 | -20.1% | 480 | 0.0% | 0.00% | – |
Q4 2021 | $164,000 | -37.4% | 480 | -58.8% | 0.00% | -100.0% |
Q1 2021 | $262,000 | -83.2% | 1,165 | -82.7% | 0.00% | -75.0% |
Q4 2020 | $1,557,000 | +124.7% | 6,723 | +55.6% | 0.00% | +100.0% |
Q3 2020 | $693,000 | +104.4% | 4,320 | +92.9% | 0.00% | +100.0% |
Q4 2019 | $339,000 | – | 2,239 | – | 0.00% | – |
Download |
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% |