MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
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 | 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% |