MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 3 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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% | – |
Download | ||||||
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% |