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 2022 | $10,429,000 | -22.5% | 49,119 | -11.7% | 2.19% | -4.3% |
| Q2 2022 | $13,455,000 | -21.2% | 55,640 | -11.0% | 2.29% | +3.5% |
| Q1 2022 | $17,068,000 | -31.5% | 62,483 | -14.2% | 2.21% | -26.0% |
| Q4 2021 | $24,900,000 | +23.4% | 72,810 | -6.5% | 2.99% | +34.7% |
| Q3 2021 | $20,178,000 | -0.4% | 77,897 | -1.1% | 2.22% | +38.3% |
| Q2 2021 | $20,256,000 | +549.2% | 78,784 | +468.3% | 1.60% | +480.8% |
| Q1 2021 | $3,120,000 | -2.8% | 13,864 | 0.0% | 0.28% | -16.6% |
| Q4 2020 | $3,210,000 | – | 13,864 | – | 0.33% | – |
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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% |