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 | $746,523 | +25.7% | 3,187 | +5.2% | 0.12% | +36.4% |
| Q2 2023 | $593,896 | +1.3% | 3,029 | +4.9% | 0.09% | -18.5% |
| Q1 2023 | $586,148 | +1.7% | 2,887 | +8.5% | 0.11% | +2.9% |
| Q4 2022 | $576,346 | +48.5% | 2,661 | +45.6% | 0.10% | +22.1% |
| Q3 2022 | $388,000 | +16.2% | 1,827 | +32.4% | 0.09% | +22.9% |
| Q2 2022 | $334,000 | +49.1% | 1,380 | +68.3% | 0.07% | +62.8% |
| Q1 2022 | $224,000 | – | 820 | – | 0.04% | – |
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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% |