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 2022 | $891,000 | -41.3% | 4,197 | -33.1% | 0.06% | -41.5% |
| Q2 2022 | $1,517,000 | +8.8% | 6,275 | +22.9% | 0.09% | +42.4% |
| Q1 2022 | $1,394,000 | -6.3% | 5,104 | +17.4% | 0.07% | -2.9% |
| Q4 2021 | $1,487,000 | +33.5% | 4,348 | +1.1% | 0.07% | +28.3% |
| Q3 2021 | $1,114,000 | +8.4% | 4,300 | +7.5% | 0.05% | +8.2% |
| Q2 2021 | $1,028,000 | +14.2% | 4,000 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $900,000 | +5.8% | 4,000 | +8.8% | 0.05% | 0.0% |
| Q4 2020 | $851,000 | +49.3% | 3,675 | +3.5% | 0.05% | +25.6% |
| Q3 2020 | $570,000 | +58.8% | 3,550 | +39.2% | 0.04% | +39.3% |
| Q2 2020 | $359,000 | – | 2,550 | – | 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% |