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 | $1,997,599 | +19.5% | 8,528 | +0.1% | 0.71% | +31.1% |
| Q2 2023 | $1,671,105 | -51.7% | 8,523 | -50.0% | 0.54% | -9.2% |
| Q1 2023 | $3,460,850 | +88.0% | 17,046 | +100.5% | 0.60% | -9.5% |
| Q4 2022 | $1,841,015 | +2.0% | 8,500 | 0.0% | 0.66% | -1.6% |
| Q3 2022 | $1,805,000 | +20.6% | 8,500 | +37.3% | 0.67% | +25.1% |
| Q2 2022 | $1,497,000 | -12.1% | 6,191 | -0.8% | 0.54% | +5.7% |
| Q1 2022 | $1,704,000 | -20.1% | 6,239 | -0.0% | 0.51% | -14.8% |
| Q4 2021 | $2,134,000 | +33.4% | 6,241 | +1.1% | 0.60% | +19.0% |
| Q3 2021 | $1,600,000 | +2.4% | 6,175 | +1.6% | 0.50% | +9.4% |
| Q2 2021 | $1,562,000 | +14.3% | 6,075 | 0.0% | 0.46% | +7.8% |
| Q1 2021 | $1,367,000 | -2.8% | 6,075 | 0.0% | 0.42% | -14.8% |
| Q4 2020 | $1,407,000 | +119.5% | 6,075 | +52.1% | 0.50% | +86.2% |
| Q3 2020 | $641,000 | +14.3% | 3,993 | +0.3% | 0.27% | +14.5% |
| Q2 2020 | $561,000 | – | 3,980 | – | 0.23% | – |
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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% |