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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $62,742 | -10.2% | 320 | -7.0% | 0.01% | -18.8% |
| Q1 2023 | $69,842 | -6.3% | 344 | 0.0% | 0.02% | -15.8% |
| Q4 2022 | $74,507 | +2.1% | 344 | 0.0% | 0.02% | -5.0% |
| Q3 2022 | $73,000 | -12.0% | 344 | 0.0% | 0.02% | -23.1% |
| Q2 2022 | $83,000 | -11.7% | 344 | 0.0% | 0.03% | -3.7% |
| Q1 2022 | $94,000 | -19.7% | 344 | +0.9% | 0.03% | -15.6% |
| Q4 2021 | $117,000 | +33.0% | 341 | 0.0% | 0.03% | +23.1% |
| Q3 2021 | $88,000 | 0.0% | 341 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $88,000 | +22.2% | 341 | +6.6% | 0.03% | +8.0% |
| Q1 2021 | $72,000 | -2.7% | 320 | 0.0% | 0.02% | -7.4% |
| Q4 2020 | $74,000 | +45.1% | 320 | 0.0% | 0.03% | +22.7% |
| Q3 2020 | $51,000 | – | 320 | – | 0.02% | – |
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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% |