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 2023 | $11,244 | +2.4% | 48 | -14.3% | 0.00% | 0.0% |
| Q2 2023 | $10,980 | -31.6% | 56 | -27.3% | 0.00% | -40.0% |
| Q1 2023 | $16,058 | -59.1% | 77 | -53.0% | 0.01% | -54.5% |
| Q4 2022 | $39,231 | +26.6% | 164 | +13.1% | 0.01% | +10.0% |
| Q3 2022 | $31,000 | -39.2% | 145 | -27.5% | 0.01% | -33.3% |
| Q2 2022 | $51,000 | -37.0% | 200 | -32.9% | 0.02% | -31.8% |
| Q1 2022 | $81,000 | -11.0% | 298 | +12.0% | 0.02% | -18.5% |
| Q4 2021 | $91,000 | +37.9% | 266 | +5.1% | 0.03% | +17.4% |
| Q3 2021 | $66,000 | +8.2% | 253 | +6.3% | 0.02% | +4.5% |
| Q2 2021 | $61,000 | +19.6% | 238 | +5.8% | 0.02% | +10.0% |
| Q1 2021 | $51,000 | +15.9% | 225 | +19.7% | 0.02% | -4.8% |
| Q4 2020 | $44,000 | +340.0% | 188 | +213.3% | 0.02% | +320.0% |
| Q3 2020 | $10,000 | – | 60 | – | 0.01% | – |
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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% |