MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 269 filers reported holding MORNINGSTAR INC in Q3 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,773,431 | +30.9% | 7,571 | +9.6% | 0.00% | – |
| Q2 2023 | $1,354,648 | -40.7% | 6,909 | -38.6% | 0.00% | -100.0% |
| Q1 2023 | $2,283,072 | +263.9% | 11,245 | +288.2% | 0.00% | – |
| Q4 2022 | $627,461 | -82.5% | 2,897 | -82.8% | 0.00% | -100.0% |
| Q3 2022 | $3,578,000 | +320.4% | 16,850 | +440.6% | 0.00% | – |
| Q1 2022 | $851,000 | -75.3% | 3,117 | -76.6% | 0.00% | -100.0% |
| Q3 2021 | $3,451,000 | +1106.6% | 13,324 | +948.3% | 0.00% | – |
| Q1 2021 | $286,000 | -58.6% | 1,271 | -70.5% | 0.00% | – |
| Q3 2020 | $691,000 | -16.6% | 4,306 | -39.6% | 0.00% | -100.0% |
| Q1 2020 | $829,000 | +78.7% | 7,130 | +124.5% | 0.00% | 0.0% |
| Q3 2019 | $464,000 | -46.4% | 3,176 | -59.7% | 0.00% | -50.0% |
| Q4 2018 | $866,000 | – | 7,884 | – | 0.00% | – |
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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% |