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 | 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% |