MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,242 | +33.7% | 6,337 | +38.5% | 0.01% | +25.0% |
| Q1 2023 | $929 | +112.1% | 4,576 | +126.3% | 0.01% | +33.3% |
| Q4 2022 | $438 | -99.9% | 2,022 | -45.0% | 0.01% | -40.0% |
| Q3 2022 | $781,000 | -89.7% | 3,677 | -88.3% | 0.01% | -89.2% |
| Q2 2022 | $7,609,000 | -35.1% | 31,464 | -8.2% | 0.09% | -23.1% |
| Q4 2021 | $11,716,000 | +818.2% | 34,257 | +595.4% | 0.12% | +611.8% |
| Q3 2021 | $1,276,000 | -10.5% | 4,926 | -11.2% | 0.02% | +6.2% |
| Q2 2021 | $1,426,000 | +55.2% | 5,548 | +35.8% | 0.02% | +23.1% |
| Q1 2021 | $919,000 | -52.5% | 4,084 | -70.2% | 0.01% | -74.0% |
| Q2 2020 | $1,934,000 | +418.5% | 13,719 | +456.6% | 0.05% | +614.3% |
| Q4 2019 | $373,000 | -12.0% | 2,465 | -15.0% | 0.01% | -53.3% |
| Q3 2019 | $424,000 | – | 2,900 | – | 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% |