IMA Wealth, Inc. - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q3 2023$46,848
+19.5%
2000.0%0.01%
+20.0%
Q2 2023$39,214
-3.4%
2000.0%0.01%0.0%
Q1 2023$40,606
-6.3%
2000.0%0.01%
-9.1%
Q4 2022$43,318
+3.1%
2000.0%0.01%0.0%
Q3 2022$42,000
-12.5%
2000.0%0.01%
-8.3%
Q2 2022$48,0002000.01%
Other shareholders
MORNINGSTAR INC shareholders Q2 2022
NameSharesValueWeighting ↓
Praesidium Investment Management Company, LLC 298,676$64,690,2356.58%
Select Equity Group, L.P. 3,945,781$854,616,7073.21%
CEERA INVESTMENTS, LLC 12,566$2,721,6701.72%
Alamar Capital Management, LLC 7,329$1,587,3961.63%
AMERICAN CAPITAL MANAGEMENT INC 184,448$39,949,5921.56%
Kensington Investment Counsel, LLC 8,913$1,930,4671.52%
Yorktown Management & Research Co Inc 4,700$1,017,9731.24%
Martin Capital Advisors, LLP 4,439$961,4431.08%
Covey Capital Advisors, LLC 3,026$655,4011.07%
2Xideas AG 46,401$10,049,9931.06%
View complete list of MORNINGSTAR INC shareholders