MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
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 | 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% |