MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q3 2022. The put-call ratio across all filers is 4.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,156,034 | +60.2% | 4,933 | +34.0% | 0.00% | +100.0% |
| Q2 2023 | $721,611 | -11.7% | 3,680 | -8.5% | 0.00% | -50.0% |
| Q1 2023 | $817,035 | -6.9% | 4,024 | -0.6% | 0.00% | 0.0% |
| Q4 2022 | $877,249 | -10.1% | 4,050 | -11.8% | 0.00% | 0.0% |
| Q3 2022 | $976,000 | -8.8% | 4,591 | +3.7% | 0.00% | 0.0% |
| Q2 2022 | $1,070,000 | -10.2% | 4,428 | +1.5% | 0.00% | 0.0% |
| Q1 2022 | $1,192,000 | -12.6% | 4,362 | +9.4% | 0.00% | -33.3% |
| Q4 2021 | $1,364,000 | +34.5% | 3,989 | +1.9% | 0.00% | +50.0% |
| Q3 2021 | $1,014,000 | -7.3% | 3,916 | -8.0% | 0.00% | 0.0% |
| Q2 2021 | $1,094,000 | +14.8% | 4,256 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $953,000 | -32.7% | 4,224 | -31.0% | 0.00% | -50.0% |
| Q4 2020 | $1,416,000 | +29.3% | 6,126 | -10.2% | 0.00% | +33.3% |
| Q3 2020 | $1,095,000 | +36.9% | 6,825 | +20.2% | 0.00% | 0.0% |
| Q2 2020 | $800,000 | +39.4% | 5,679 | +15.2% | 0.00% | +50.0% |
| Q1 2020 | $574,000 | – | 4,931 | – | 0.00% | – |
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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% |