MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,100 | -35.4% | 73 | -45.9% | 0.00% | – |
| Q2 2023 | $26,470 | +83.6% | 135 | +90.1% | 0.00% | – |
| Q1 2023 | $14,416 | -55.6% | 71 | -52.7% | 0.00% | – |
| Q4 2022 | $32,488 | +71.0% | 150 | +70.5% | 0.00% | – |
| Q3 2022 | $19,000 | -26.9% | 88 | -19.3% | 0.00% | – |
| Q2 2022 | $26,000 | +36.8% | 109 | +60.3% | 0.00% | – |
| Q1 2022 | $19,000 | -17.4% | 68 | 0.0% | 0.00% | – |
| Q4 2021 | $23,000 | -11.5% | 68 | -32.7% | 0.00% | – |
| Q3 2021 | $26,000 | +52.9% | 101 | +48.5% | 0.00% | – |
| Q2 2021 | $17,000 | +13.3% | 68 | 0.0% | 0.00% | – |
| Q1 2021 | $15,000 | -6.2% | 68 | 0.0% | 0.00% | – |
| Q4 2020 | $16,000 | +45.5% | 68 | 0.0% | 0.00% | – |
| Q3 2020 | $11,000 | +10.0% | 68 | 0.0% | 0.00% | – |
| Q2 2020 | $10,000 | +25.0% | 68 | 0.0% | 0.00% | – |
| Q1 2020 | $8,000 | – | 68 | – | 0.00% | – |
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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% |