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 | $541,329 | +19.1% | 2,311 | -0.3% | 0.07% | +7.9% |
| Q2 2023 | $454,686 | -62.4% | 2,319 | -61.0% | 0.06% | -61.6% |
| Q1 2023 | $1,208,435 | +165.3% | 5,952 | +183.0% | 0.16% | +121.6% |
| Q4 2022 | $455,489 | -2.3% | 2,103 | +16.8% | 0.07% | +124.2% |
| Q3 2021 | $466,000 | +24.3% | 1,800 | -69.0% | 0.03% | -10.8% |
| Q4 2014 | $375,000 | +37.4% | 5,800 | +52.6% | 0.04% | +428.6% |
| Q2 2014 | $273,000 | -57.9% | 3,800 | -53.7% | 0.01% | -56.2% |
| Q1 2014 | $649,000 | -64.4% | 8,208 | -64.8% | 0.02% | -92.7% |
| Q4 2013 | $1,822,000 | +102.9% | 23,335 | +106.0% | 0.22% | +812.5% |
| Q3 2013 | $898,000 | -22.0% | 11,326 | -23.7% | 0.02% | -20.0% |
| Q2 2013 | $1,151,000 | – | 14,839 | – | 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% |