MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.
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 | 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% |