MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
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 | 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% |