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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |