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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $205,327 | -61.4% | 948 | -62.2% | 0.02% | -62.5% |
| Q3 2022 | $532,000 | +1464.7% | 2,508 | +1653.8% | 0.04% | +1233.3% |
| Q2 2022 | $34,000 | -93.1% | 143 | -92.0% | 0.00% | -93.0% |
| Q1 2022 | $491,000 | -39.7% | 1,798 | -42.8% | 0.04% | -28.3% |
| Q3 2021 | $814,000 | -14.5% | 3,144 | -15.1% | 0.06% | -20.0% |
| Q2 2021 | $952,000 | -7.6% | 3,705 | -19.1% | 0.08% | -23.5% |
| Q1 2021 | $1,030,000 | +355.8% | 4,580 | +225.3% | 0.10% | +276.9% |
| Q3 2020 | $226,000 | +83.7% | 1,408 | +43.2% | 0.03% | +188.9% |
| Q3 2018 | $123,000 | +86.4% | 983 | +40.4% | 0.01% | +50.0% |
| Q1 2018 | $66,000 | +112.9% | 700 | +73.3% | 0.01% | +100.0% |
| Q2 2017 | $31,000 | +3000.0% | 404 | +1823.8% | 0.00% | – |
| Q4 2016 | $1,000 | -97.6% | 21 | -96.0% | 0.00% | -100.0% |
| Q2 2016 | $42,000 | +23.5% | 523 | +34.4% | 0.00% | -20.0% |
| Q1 2016 | $34,000 | – | 389 | – | 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% |