MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $843,008,210 | +9.2% | 3,598,908 | -8.6% | 3.45% | +20.2% |
| Q2 2023 | $772,051,898 | -2.5% | 3,937,634 | +1.0% | 2.87% | +2.0% |
| Q1 2023 | $791,835,273 | -7.3% | 3,900,090 | -1.2% | 2.82% | -12.3% |
| Q4 2022 | $854,616,707 | +0.5% | 3,945,781 | -1.5% | 3.21% | +8.4% |
| Q3 2022 | $850,345,000 | -14.2% | 4,005,018 | -2.3% | 2.96% | -6.6% |
| Q2 2022 | $990,976,000 | -12.3% | 4,097,822 | -1.0% | 3.17% | -13.3% |
| Q1 2022 | $1,130,191,000 | -31.9% | 4,137,319 | -14.7% | 3.66% | -19.1% |
| Q4 2021 | $1,658,750,000 | -99.8% | 4,850,288 | +16.5% | 4.52% | +24.9% |
| Q3 2021 | $1,078,145,027,000 | +15.3% | 4,162,240 | +14.4% | 3.62% | +13.2% |
| Q2 2021 | $935,107,785,000 | +35.4% | 3,636,995 | +18.5% | 3.20% | +27.5% |
| Q1 2021 | $690,670,039,000 | +33.4% | 3,069,099 | +37.3% | 2.51% | +18.1% |
| Q4 2020 | $517,768,984,000 | +461.1% | 2,235,907 | +289.1% | 2.13% | +368.3% |
| Q3 2020 | $92,282,491,000 | +37.0% | 574,575 | +20.3% | 0.45% | +17.3% |
| Q2 2020 | $67,335,871,000 | +25.7% | 477,661 | +3.6% | 0.39% | +4.6% |
| Q1 2020 | $53,575,324,000 | +50.5% | 460,863 | +95.9% | 0.37% | +65.2% |
| Q4 2019 | $35,592,803,000 | +71.6% | 235,231 | +65.8% | 0.22% | +60.0% |
| Q3 2019 | $20,736,097,000 | +8.1% | 141,892 | +7.0% | 0.14% | +6.9% |
| Q2 2019 | $19,180,855,000 | – | 132,611 | – | 0.13% | – |
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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% |