MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $311,000 | +8.4% | 3,665 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $287,000 | -0.3% | 3,665 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $288,000 | -85.5% | 3,665 | -86.4% | 0.01% | -90.0% |
| Q4 2016 | $1,983,000 | +107.9% | 26,955 | +124.0% | 0.06% | +71.4% |
| Q3 2016 | $954,000 | +178.9% | 12,031 | +128.1% | 0.04% | +94.4% |
| Q4 2014 | $342,000 | -51.2% | 5,274 | -48.9% | 0.02% | -66.7% |
| Q3 2014 | $701,000 | – | 10,323 | – | 0.05% | – |
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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% |