MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,383 | +19.0% | 172 | -0.6% | 0.00% | 0.0% |
| Q2 2023 | $33,948 | +53.5% | 173 | +60.2% | 0.00% | 0.0% |
| Q1 2023 | $22,118 | -18.8% | 108 | -13.6% | 0.00% | 0.0% |
| Q4 2022 | $27,245 | +9.0% | 125 | +3.3% | 0.00% | 0.0% |
| Q3 2022 | $25,000 | -21.9% | 121 | -9.0% | 0.00% | 0.0% |
| Q2 2022 | $32,000 | +966.7% | 133 | +1109.1% | 0.00% | – |
| Q1 2022 | $3,000 | -91.2% | 11 | -89.1% | 0.00% | -100.0% |
| Q4 2021 | $34,000 | +41.7% | 101 | +5.2% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | 0.0% | 96 | +1.1% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | +14.3% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $21,000 | -4.5% | 95 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | +46.7% | 95 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | +15.4% | 95 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +18.2% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -15.4% | 95 | +5.6% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | 0.0% | 90 | +1.1% | 0.00% | 0.0% |
| Q3 2019 | $13,000 | +8.3% | 89 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | +9.1% | 89 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +22.2% | 89 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -10.0% | 89 | +7.2% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | – | 83 | – | 0.00% | – |
Download | ||||||
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% |