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 2023 | $826,867 | -25.8% | 3,530 | -37.9% | 0.17% | -19.8% |
| Q2 2023 | $1,114,658 | -8.8% | 5,685 | -5.6% | 0.21% | -9.4% |
| Q1 2023 | $1,222,647 | -6.3% | 6,022 | 0.0% | 0.23% | -12.4% |
| Q4 2022 | $1,304,305 | +2.0% | 6,022 | 0.0% | 0.27% | -7.0% |
| Q3 2022 | $1,279,000 | -15.6% | 6,022 | -3.8% | 0.29% | -4.3% |
| Q2 2022 | $1,515,000 | -11.5% | 6,263 | 0.0% | 0.30% | +7.5% |
| Q1 2022 | $1,711,000 | +1.5% | 6,263 | +27.1% | 0.28% | +8.1% |
| Q4 2021 | $1,685,000 | +60.6% | 4,927 | +21.7% | 0.26% | +61.2% |
| Q3 2021 | $1,049,000 | – | 4,049 | – | 0.16% | – |
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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% |