MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 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 | 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% |