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 | $1,475,712 | -37.3% | 6,300 | -47.5% | 0.00% | -33.3% |
| Q2 2023 | $2,352,840 | +26.0% | 12,000 | +30.4% | 0.01% | +20.0% |
| Q1 2023 | $1,867,876 | +32.7% | 9,200 | +41.5% | 0.01% | +25.0% |
| Q4 2022 | $1,407,835 | +0.5% | 6,500 | -1.5% | 0.00% | 0.0% |
| Q3 2022 | $1,401,000 | -19.5% | 6,600 | -8.3% | 0.00% | -20.0% |
| Q2 2022 | $1,741,000 | +9.9% | 7,200 | +24.1% | 0.01% | +25.0% |
| Q1 2022 | $1,584,000 | +208.8% | 5,800 | +286.7% | 0.00% | +300.0% |
| Q4 2021 | $513,000 | -17.3% | 1,500 | -65.9% | 0.00% | -50.0% |
| Q2 2020 | $620,000 | -6.5% | 4,400 | -22.8% | 0.00% | -33.3% |
| Q1 2020 | $663,000 | -43.1% | 5,700 | -26.0% | 0.00% | 0.0% |
| Q4 2019 | $1,165,000 | -2.8% | 7,700 | -6.1% | 0.00% | 0.0% |
| Q3 2019 | $1,198,000 | -1.4% | 8,200 | -2.4% | 0.00% | 0.0% |
| Q2 2019 | $1,215,000 | +14.8% | 8,400 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,058,000 | -3.6% | 8,400 | -16.0% | 0.00% | 0.0% |
| Q4 2018 | $1,098,000 | -14.8% | 10,000 | -2.3% | 0.00% | 0.0% |
| Q3 2018 | $1,289,000 | +49.2% | 10,236 | +52.0% | 0.00% | +50.0% |
| Q2 2018 | $864,000 | +22.2% | 6,736 | -24.5% | 0.00% | -33.3% |
| Q3 2016 | $707,000 | – | 8,924 | – | 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% |