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 | $421,632 | +19.5% | 1,800 | 0.0% | 0.22% | +25.6% |
| Q2 2023 | $352,926 | -3.4% | 1,800 | 0.0% | 0.18% | -2.8% |
| Q1 2023 | $365,454 | -6.3% | 1,800 | 0.0% | 0.18% | -4.2% |
| Q4 2022 | $389,862 | +2.1% | 1,800 | 0.0% | 0.19% | -3.1% |
| Q3 2022 | $382,000 | -12.4% | 1,800 | 0.0% | 0.20% | -9.3% |
| Q2 2022 | $436,000 | -11.4% | 1,800 | 0.0% | 0.22% | +11.4% |
| Q1 2022 | $492,000 | -20.1% | 1,800 | 0.0% | 0.19% | +10.9% |
| Q4 2021 | $616,000 | +32.2% | 1,800 | 0.0% | 0.17% | +21.7% |
| Q3 2021 | $466,000 | +0.6% | 1,800 | 0.0% | 0.14% | +2.9% |
| Q2 2021 | $463,000 | +14.3% | 1,800 | 0.0% | 0.14% | +11.2% |
| Q1 2021 | $405,000 | -2.9% | 1,800 | 0.0% | 0.12% | -16.1% |
| Q4 2020 | $417,000 | +44.3% | 1,800 | 0.0% | 0.15% | +23.1% |
| Q3 2020 | $289,000 | +13.8% | 1,800 | 0.0% | 0.12% | -7.6% |
| Q2 2020 | $254,000 | +21.5% | 1,800 | 0.0% | 0.13% | -34.2% |
| Q1 2020 | $209,000 | -23.2% | 1,800 | 0.0% | 0.20% | +32.7% |
| Q4 2019 | $272,000 | +3.4% | 1,800 | 0.0% | 0.15% | -10.7% |
| Q3 2019 | $263,000 | +1.2% | 1,800 | 0.0% | 0.17% | +3.1% |
| Q2 2019 | $260,000 | +14.5% | 1,800 | 0.0% | 0.16% | +6.5% |
| Q1 2019 | $227,000 | 0.0% | 1,800 | 0.0% | 0.15% | +13.3% |
| Q3 2018 | $227,000 | -1.7% | 1,800 | 0.0% | 0.14% | -33.8% |
| Q2 2018 | $231,000 | – | 1,800 | – | 0.20% | – |
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% |