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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $12,546,000 | +33.7% | 89,000 | +10.3% | 4.45% | +2.3% |
| Q1 2020 | $9,383,000 | -0.2% | 80,716 | +25.5% | 4.35% | +37.7% |
| Q4 2019 | $9,398,000 | 0.0% | 64,307 | 0.0% | 3.16% | 0.0% |
| Q3 2019 | $9,398,000 | -6.5% | 64,307 | -7.5% | 3.16% | -5.2% |
| Q2 2019 | $10,052,000 | +17.8% | 69,500 | +2.6% | 3.34% | +21.1% |
| Q1 2019 | $8,534,000 | +19.5% | 67,734 | +4.2% | 2.76% | +46.7% |
| Q4 2018 | $7,140,000 | -17.2% | 65,000 | -5.1% | 1.88% | -33.5% |
| Q3 2018 | $8,624,000 | -6.7% | 68,500 | -5.0% | 2.82% | -50.1% |
| Q2 2018 | $9,247,000 | +34.3% | 72,100 | 0.0% | 5.66% | -0.6% |
| Q1 2018 | $6,887,000 | +4.0% | 72,100 | +5.6% | 5.70% | +2.3% |
| Q4 2017 | $6,623,000 | +21.2% | 68,300 | +6.2% | 5.57% | +31.0% |
| Q3 2017 | $5,465,000 | +13.3% | 64,300 | +4.5% | 4.25% | +72.1% |
| Q2 2017 | $4,822,000 | +24.4% | 61,550 | +24.8% | 2.47% | +49.3% |
| Q1 2017 | $3,875,000 | +58.1% | 49,300 | +48.0% | 1.65% | +72.5% |
| Q4 2016 | $2,451,000 | – | 33,317 | – | 0.96% | – |
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% |