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 | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $402,000 | +0.2% | 5,000 | 0.0% | 0.10% | -21.6% |
| Q3 2015 | $401,000 | +0.8% | 5,000 | 0.0% | 0.13% | -7.6% |
| Q2 2015 | $398,000 | +176.4% | 5,000 | +150.0% | 0.14% | +104.2% |
| Q2 2014 | $144,000 | -8.9% | 2,000 | 0.0% | 0.07% | -7.8% |
| Q1 2014 | $158,000 | +1.3% | 2,000 | 0.0% | 0.08% | -2.5% |
| Q4 2013 | $156,000 | -1.9% | 2,000 | 0.0% | 0.08% | -12.2% |
| Q3 2013 | $159,000 | +2.6% | 2,000 | 0.0% | 0.09% | -8.2% |
| Q2 2013 | $155,000 | – | 2,000 | – | 0.10% | – |
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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% |