MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.
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 | 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% |