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 | $1,702,691 | +21.1% | 7,269 | +1.4% | 0.01% | +27.3% |
| Q2 2023 | $1,406,018 | -6.2% | 7,171 | -2.8% | 0.01% | -15.4% |
| Q1 2023 | $1,498,158 | -3.8% | 7,379 | +2.6% | 0.01% | -13.3% |
| Q4 2022 | $1,557,715 | +5.3% | 7,192 | +3.2% | 0.02% | 0.0% |
| Q3 2022 | $1,479,000 | -12.4% | 6,967 | -0.3% | 0.02% | -6.2% |
| Q2 2022 | $1,689,000 | -3.5% | 6,986 | +9.0% | 0.02% | +14.3% |
| Q1 2022 | $1,750,000 | -19.7% | 6,407 | +0.5% | 0.01% | -17.6% |
| Q4 2021 | $2,180,000 | +30.8% | 6,375 | -0.9% | 0.02% | +21.4% |
| Q3 2021 | $1,667,000 | +1.0% | 6,434 | +0.2% | 0.01% | +7.7% |
| Q2 2021 | $1,651,000 | +7.0% | 6,421 | -6.4% | 0.01% | 0.0% |
| Q1 2021 | $1,543,000 | -2.6% | 6,858 | +0.2% | 0.01% | -7.1% |
| Q4 2020 | $1,585,000 | +38.9% | 6,846 | -3.6% | 0.01% | +27.3% |
| Q3 2020 | $1,141,000 | +52.3% | 7,102 | +33.6% | 0.01% | 0.0% |
| Q2 2020 | $749,000 | +42.4% | 5,314 | +17.5% | 0.01% | +22.2% |
| Q1 2020 | $526,000 | – | 4,523 | – | 0.01% | – |
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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% |