MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 316 filers reported holding MORNINGSTAR INC in Q3 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,529,821 | +18.1% | 6,531 | -1.1% | 0.11% | +27.3% |
Q2 2023 | $1,295,042 | +97565.3% | 6,605 | +1.1% | 0.09% | -6.4% |
Q1 2023 | $1,326 | -4.3% | 6,530 | +2.1% | 0.09% | -1.1% |
Q4 2022 | $1,385 | -99.9% | 6,393 | -0.2% | 0.10% | -7.8% |
Q3 2022 | $1,361,000 | -11.2% | 6,408 | +1.1% | 0.10% | -6.4% |
Q2 2022 | $1,532,000 | -8.5% | 6,336 | +3.4% | 0.11% | +2.8% |
Q1 2022 | $1,675,000 | -20.1% | 6,130 | 0.0% | 0.11% | -16.4% |
Q4 2021 | $2,096,000 | +42.4% | 6,130 | +7.8% | 0.13% | +32.0% |
Q3 2021 | $1,472,000 | +2.5% | 5,684 | +1.8% | 0.10% | +5.4% |
Q2 2021 | $1,436,000 | +21.1% | 5,586 | +6.0% | 0.09% | +12.2% |
Q1 2021 | $1,186,000 | +10.4% | 5,268 | +13.6% | 0.08% | +7.9% |
Q4 2020 | $1,074,000 | +51.1% | 4,638 | +4.7% | 0.08% | +33.3% |
Q3 2020 | $711,000 | +13.9% | 4,429 | 0.0% | 0.06% | +3.6% |
Q2 2020 | $624,000 | +20.9% | 4,429 | -0.2% | 0.06% | +17.0% |
Q1 2020 | $516,000 | -23.8% | 4,440 | -0.7% | 0.05% | -7.8% |
Q4 2019 | $677,000 | +9.2% | 4,471 | +5.4% | 0.05% | -1.9% |
Q3 2019 | $620,000 | +2.5% | 4,241 | +1.4% | 0.05% | +6.1% |
Q2 2019 | $605,000 | +17.0% | 4,184 | +2.0% | 0.05% | +14.0% |
Q1 2019 | $517,000 | – | 4,100 | – | 0.04% | – |
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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% |