MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 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% | – |
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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% |