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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $133,283 | +13.9% | 569 | -4.7% | 0.02% | +25.0% |
| Q2 2023 | $117,054 | +18.1% | 597 | +22.3% | 0.02% | +6.7% |
| Q1 2023 | $99,079 | +14.6% | 488 | +22.3% | 0.02% | +7.1% |
| Q4 2022 | $86,419 | +8.0% | 399 | +5.8% | 0.01% | -17.6% |
| Q3 2022 | $80,000 | -12.1% | 377 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $91,000 | +9.6% | 377 | +24.0% | 0.02% | +13.3% |
| Q1 2022 | $83,000 | -20.2% | 304 | 0.0% | 0.02% | -25.0% |
| Q4 2021 | $104,000 | +31.6% | 304 | 0.0% | 0.02% | +17.6% |
| Q3 2021 | $79,000 | -10.2% | 304 | -11.1% | 0.02% | -5.6% |
| Q2 2021 | $88,000 | +17.3% | 342 | +2.4% | 0.02% | +5.9% |
| Q1 2021 | $75,000 | -9.6% | 334 | -7.2% | 0.02% | -19.0% |
| Q4 2020 | $83,000 | +20.3% | 360 | -15.9% | 0.02% | 0.0% |
| Q3 2020 | $69,000 | +38.0% | 428 | +19.6% | 0.02% | +23.5% |
| Q2 2020 | $50,000 | +19.0% | 358 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $42,000 | -22.2% | 358 | 0.0% | 0.02% | -37.0% |
| Q4 2019 | $54,000 | – | 358 | – | 0.03% | – |
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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% |