MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $82,721,786 | +11.1% | 381,928 | +8.9% | 0.71% | -1.5% |
| Q3 2022 | $74,478,000 | -27.2% | 350,782 | -17.1% | 0.72% | -27.9% |
| Q2 2022 | $102,344,000 | -15.7% | 423,207 | -4.7% | 1.00% | +0.7% |
| Q1 2022 | $121,362,000 | -19.6% | 444,272 | +0.6% | 1.00% | -17.5% |
| Q4 2021 | $151,002,000 | +30.5% | 441,537 | -1.2% | 1.21% | +26.6% |
| Q3 2021 | $115,746,000 | +0.1% | 446,844 | -0.6% | 0.96% | -9.8% |
| Q2 2021 | $115,636,000 | +15.3% | 449,754 | +1.0% | 1.06% | +7.6% |
| Q1 2021 | $100,260,000 | – | 445,519 | – | 0.98% | – |
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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% |