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 | $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 | 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% |