MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $248,029 | -91.0% | 1,265 | -90.7% | 0.00% | -91.7% |
| Q1 2023 | $2,761,005 | -14.1% | 13,599 | -8.4% | 0.01% | -29.4% |
| Q4 2022 | $3,215,279 | -25.4% | 14,845 | -26.9% | 0.02% | -34.6% |
| Q3 2022 | $4,311,000 | -46.0% | 20,303 | -30.6% | 0.03% | -61.8% |
| Q1 2022 | $7,986,000 | +254.1% | 29,234 | +235.8% | 0.07% | +142.9% |
| Q3 2021 | $2,255,000 | -30.2% | 8,707 | -30.7% | 0.03% | -24.3% |
| Q2 2021 | $3,230,000 | +4.8% | 12,564 | -8.3% | 0.04% | -24.5% |
| Q1 2021 | $3,083,000 | +2.8% | 13,702 | -26.6% | 0.05% | +14.0% |
| Q3 2020 | $2,998,000 | -16.7% | 18,667 | -26.8% | 0.04% | -18.9% |
| Q2 2020 | $3,597,000 | +1232.2% | 25,515 | +1327.8% | 0.05% | +562.5% |
| Q4 2019 | $270,000 | – | 1,787 | – | 0.01% | – |
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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% |