MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,348,754 | +95.7% | 5,758 | +63.8% | 0.02% | +100.0% |
Q2 2023 | $689,186 | +8.1% | 3,515 | +11.9% | 0.01% | 0.0% |
Q1 2023 | $637,717 | -5.6% | 3,141 | +0.7% | 0.01% | -18.2% |
Q4 2022 | $675,761 | +17.7% | 3,120 | +15.3% | 0.01% | 0.0% |
Q3 2022 | $574,000 | -10.3% | 2,705 | +2.2% | 0.01% | -15.4% |
Q2 2022 | $640,000 | -2.6% | 2,648 | +10.1% | 0.01% | +18.2% |
Q1 2022 | $657,000 | -20.7% | 2,404 | -0.7% | 0.01% | -15.4% |
Q4 2021 | $828,000 | +33.3% | 2,422 | +1.1% | 0.01% | +8.3% |
Q3 2021 | $621,000 | -2.4% | 2,396 | -3.2% | 0.01% | 0.0% |
Q2 2021 | $636,000 | +46.2% | 2,474 | +28.0% | 0.01% | +33.3% |
Q1 2021 | $435,000 | -1.4% | 1,933 | +1.5% | 0.01% | -10.0% |
Q4 2020 | $441,000 | +44.6% | 1,905 | +0.4% | 0.01% | +42.9% |
Q3 2020 | $305,000 | +15.5% | 1,898 | +1.2% | 0.01% | 0.0% |
Q2 2020 | $264,000 | – | 1,876 | – | 0.01% | – |
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% |