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 | $2,342,400 | +19.5% | 10,000 | 0.0% | 0.57% | +25.2% |
| Q2 2023 | $1,960,700 | -3.4% | 10,000 | 0.0% | 0.46% | -10.0% |
| Q1 2023 | $2,030,300 | +93635.0% | 10,000 | 0.0% | 0.51% | -9.6% |
| Q4 2022 | $2,166 | -99.9% | 10,000 | 0.0% | 0.56% | -5.7% |
| Q3 2022 | $2,123,000 | -12.2% | 10,000 | 0.0% | 0.60% | -8.7% |
| Q2 2022 | $2,418,000 | -11.5% | 10,000 | 0.0% | 0.65% | +1.2% |
| Q1 2022 | $2,732,000 | -20.1% | 10,000 | 0.0% | 0.64% | -16.9% |
| Q4 2021 | $3,420,000 | +32.0% | 10,000 | 0.0% | 0.78% | +19.8% |
| Q3 2021 | $2,590,000 | +0.7% | 10,000 | 0.0% | 0.65% | +4.7% |
| Q2 2021 | $2,571,000 | +14.3% | 10,000 | 0.0% | 0.62% | +7.7% |
| Q1 2021 | $2,250,000 | -2.8% | 10,000 | 0.0% | 0.58% | -8.9% |
| Q4 2020 | $2,316,000 | +44.2% | 10,000 | 0.0% | 0.63% | +32.6% |
| Q3 2020 | $1,606,000 | +13.9% | 10,000 | 0.0% | 0.48% | +7.9% |
| Q2 2020 | $1,410,000 | – | 10,000 | – | 0.44% | – |
Download | ||||||
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% |