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 | $42 | -8.7% | 178 | -20.9% | 0.01% | -30.0% |
| Q1 2023 | $46 | -6.1% | 225 | 0.0% | 0.01% | -23.1% |
| Q4 2022 | $49 | -99.9% | 225 | 0.0% | 0.01% | -7.1% |
| Q3 2022 | $48,000 | -11.1% | 225 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $54,000 | -11.5% | 225 | 0.0% | 0.02% | +15.4% |
| Q1 2022 | $61,000 | -63.5% | 225 | -54.1% | 0.01% | -53.6% |
| Q4 2021 | $167,000 | +56.1% | 490 | +18.4% | 0.03% | +16.7% |
| Q3 2021 | $107,000 | +1.9% | 414 | 0.0% | 0.02% | +118.2% |
| Q2 2021 | $105,000 | +200.0% | 414 | +162.0% | 0.01% | +266.7% |
| Q1 2021 | $35,000 | -65.7% | 158 | -64.3% | 0.00% | -66.7% |
| Q4 2020 | $102,000 | +112.5% | 442 | +34.3% | 0.01% | +50.0% |
| Q3 2019 | $48,000 | -38.5% | 329 | -46.8% | 0.01% | -53.8% |
| Q3 2018 | $78,000 | +81.4% | 618 | +84.5% | 0.01% | +85.7% |
| Q2 2018 | $43,000 | – | 335 | – | 0.01% | – |
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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% |