MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,512 | +44.6% | 1,300 | +33.7% | 0.00% | +100.0% |
| Q4 2022 | $210,525 | -54.7% | 972 | -55.7% | 0.00% | -66.7% |
| Q3 2022 | $465,000 | -35.9% | 2,192 | -26.9% | 0.00% | -25.0% |
| Q2 2022 | $725,000 | -29.3% | 2,997 | -20.1% | 0.00% | -55.6% |
| Q1 2022 | $1,025,000 | +1064.8% | 3,752 | +1365.6% | 0.01% | +800.0% |
| Q4 2021 | $88,000 | -91.1% | 256 | -93.3% | 0.00% | -91.7% |
| Q3 2021 | $992,000 | +14.4% | 3,831 | +13.6% | 0.01% | +20.0% |
| Q2 2021 | $867,000 | -50.6% | 3,373 | -56.7% | 0.01% | -54.5% |
| Q1 2021 | $1,754,000 | +48.1% | 7,796 | +52.5% | 0.02% | +37.5% |
| Q4 2020 | $1,184,000 | +40.1% | 5,111 | -2.9% | 0.02% | +23.1% |
| Q3 2020 | $845,000 | +230.1% | 5,262 | +139.3% | 0.01% | +85.7% |
| Q1 2020 | $256,000 | +111.6% | 2,199 | +174.2% | 0.01% | +250.0% |
| Q4 2019 | $121,000 | -70.8% | 802 | -71.7% | 0.00% | -75.0% |
| Q3 2019 | $414,000 | +72.5% | 2,830 | +70.4% | 0.01% | +100.0% |
| Q2 2019 | $240,000 | -63.0% | 1,661 | -71.8% | 0.00% | -87.1% |
| Q4 2018 | $648,000 | +32.0% | 5,898 | +51.1% | 0.03% | +14.8% |
| Q3 2018 | $491,000 | +97.2% | 3,903 | +26.2% | 0.03% | +80.0% |
| Q4 2015 | $249,000 | -3.9% | 3,093 | -4.1% | 0.02% | +15.4% |
| Q3 2015 | $259,000 | -23.8% | 3,226 | -28.9% | 0.01% | -23.5% |
| Q1 2015 | $340,000 | -29.8% | 4,538 | -39.3% | 0.02% | -34.6% |
| Q4 2014 | $484,000 | – | 7,480 | – | 0.03% | – |
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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% |