MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 291 filers reported holding MORNINGSTAR INC in Q2 2023. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8,192,261 | -88.8% | 40,350 | -88.1% | 0.01% | -90.0% |
| Q4 2022 | $73,377,227 | -3.6% | 338,784 | -5.5% | 0.13% | -3.0% |
| Q3 2022 | $76,081,000 | -13.3% | 358,330 | -1.2% | 0.13% | -9.5% |
| Q2 2022 | $87,718,000 | -20.6% | 362,727 | -10.3% | 0.15% | +1.4% |
| Q1 2022 | $110,510,000 | -23.2% | 404,548 | -3.8% | 0.15% | -14.1% |
| Q4 2021 | $143,825,000 | +20.7% | 420,553 | -8.6% | 0.17% | +16.4% |
| Q3 2021 | $119,191,000 | -0.1% | 460,144 | -0.8% | 0.15% | +2.8% |
| Q2 2021 | $119,256,000 | +33.1% | 463,834 | +16.5% | 0.14% | +25.7% |
| Q1 2021 | $89,612,000 | -1.1% | 398,206 | +1.8% | 0.11% | +2.7% |
| Q4 2020 | $90,601,000 | +78.0% | 391,248 | +23.5% | 0.11% | +52.8% |
| Q3 2020 | $50,901,000 | -10.0% | 316,926 | -21.0% | 0.07% | -20.9% |
| Q2 2020 | $56,558,000 | +55.6% | 401,205 | +28.3% | 0.09% | +16.7% |
| Q1 2020 | $36,355,000 | -12.1% | 312,727 | +14.4% | 0.08% | +8.3% |
| Q4 2019 | $41,349,000 | +38.5% | 273,273 | +33.8% | 0.07% | +28.6% |
| Q3 2019 | $29,845,000 | +65.7% | 204,220 | +64.0% | 0.06% | +69.7% |
| Q2 2019 | $18,010,000 | +341.4% | 124,517 | +284.5% | 0.03% | +312.5% |
| Q1 2019 | $4,080,000 | – | 32,380 | – | 0.01% | – |
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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% |