MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,463,707 | +32.2% | 14,787 | +10.7% | 0.01% | +33.3% |
| Q2 2023 | $2,619,691 | -3.4% | 13,361 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $2,712,684 | -12.9% | 13,361 | -7.0% | 0.01% | -16.7% |
| Q4 2022 | $3,113,265 | +2.0% | 14,374 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $3,052,000 | -16.0% | 14,374 | -4.3% | 0.01% | -14.3% |
| Q2 2022 | $3,633,000 | +0.4% | 15,024 | +13.4% | 0.01% | +16.7% |
| Q1 2022 | $3,620,000 | -20.1% | 13,252 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $4,532,000 | +37.7% | 13,252 | +4.3% | 0.01% | +30.0% |
| Q3 2021 | $3,292,000 | -2.9% | 12,710 | -3.6% | 0.01% | -9.1% |
| Q2 2021 | $3,392,000 | – | 13,191 | – | 0.01% | – |
Download | ||||||
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% |