MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 291 filers reported holding MORNINGSTAR INC in Q2 2023. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
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% | – |
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% |