MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,075 | +0.2% | 25,935 | -16.2% | 0.04% | +7.5% |
| Q2 2023 | $6,065 | +36.9% | 30,935 | +41.8% | 0.04% | +29.0% |
| Q1 2023 | $4,429 | -14.4% | 21,816 | -8.7% | 0.03% | -22.5% |
| Q4 2022 | $5,173 | -99.9% | 23,886 | -5.3% | 0.04% | -11.1% |
| Q3 2022 | $5,358,000 | -22.8% | 25,236 | -12.1% | 0.04% | -15.1% |
| Q2 2022 | $6,942,000 | -16.9% | 28,705 | -6.2% | 0.05% | +1.9% |
| Q1 2022 | $8,358,000 | -22.6% | 30,595 | -3.2% | 0.05% | -18.8% |
| Q4 2021 | $10,805,000 | +36.3% | 31,595 | +3.3% | 0.06% | +23.1% |
| Q3 2021 | $7,925,000 | +20.9% | 30,595 | +20.0% | 0.05% | +18.2% |
| Q2 2021 | $6,554,000 | +50.8% | 25,490 | +32.0% | 0.04% | +37.5% |
| Q1 2021 | $4,345,000 | -20.2% | 19,307 | -17.9% | 0.03% | -23.8% |
| Q4 2020 | $5,444,000 | +24.1% | 23,507 | -13.9% | 0.04% | +5.0% |
| Q3 2020 | $4,386,000 | +70.7% | 27,307 | +23.5% | 0.04% | -25.9% |
| Q2 2020 | $2,570,000 | 0.0% | 22,107 | 0.0% | 0.05% | +100.0% |
| Q1 2020 | $2,570,000 | +63.3% | 22,107 | +112.5% | 0.03% | +107.7% |
| Q4 2019 | $1,574,000 | – | 10,405 | – | 0.01% | – |
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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% |