MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,451,761 | +209.2% | 14,736 | +158.8% | 0.02% | +200.0% |
| Q2 2023 | $1,116,227 | +355.6% | 5,693 | +438.1% | 0.01% | +150.0% |
| Q4 2020 | $245,000 | -75.8% | 1,058 | -83.2% | 0.00% | -75.0% |
| Q3 2020 | $1,013,000 | +35.2% | 6,310 | +18.8% | 0.01% | +14.3% |
| Q2 2020 | $749,000 | +198.4% | 5,310 | +102.1% | 0.01% | +16.7% |
| Q1 2018 | $251,000 | +11.1% | 2,628 | +12.7% | 0.01% | 0.0% |
| Q4 2017 | $226,000 | – | 2,332 | – | 0.01% | – |
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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% |