MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 316 filers reported holding MORNINGSTAR INC in Q3 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $640,953 | +26.6% | 3,269 | +31.1% | 0.02% | +9.1% |
| Q1 2023 | $506,154 | +4.2% | 2,493 | +11.2% | 0.02% | -8.3% |
| Q4 2022 | $485,595 | +11.1% | 2,242 | +8.8% | 0.02% | 0.0% |
| Q3 2022 | $437,000 | +9.5% | 2,060 | +24.9% | 0.02% | +4.3% |
| Q2 2022 | $399,000 | -15.3% | 1,649 | -4.5% | 0.02% | -14.8% |
| Q1 2022 | $471,000 | -23.9% | 1,726 | -4.6% | 0.03% | -22.9% |
| Q4 2021 | $619,000 | +32.5% | 1,809 | +0.4% | 0.04% | +9.4% |
| Q3 2021 | $467,000 | -6.8% | 1,801 | -7.5% | 0.03% | -11.1% |
| Q2 2021 | $501,000 | +14.1% | 1,948 | -0.2% | 0.04% | -7.7% |
| Q1 2021 | $439,000 | -5.6% | 1,952 | -2.7% | 0.04% | -25.0% |
| Q4 2020 | $465,000 | +32.1% | 2,007 | -8.4% | 0.05% | +10.6% |
| Q3 2020 | $352,000 | -8.6% | 2,190 | -19.8% | 0.05% | -21.7% |
| Q2 2020 | $385,000 | +29.2% | 2,730 | +6.6% | 0.06% | +3.4% |
| Q1 2020 | $298,000 | -16.5% | 2,562 | +4.8% | 0.06% | 0.0% |
| Q3 2019 | $357,000 | +10.9% | 2,445 | +9.7% | 0.06% | +5.5% |
| Q2 2019 | $322,000 | +21.5% | 2,229 | +5.8% | 0.06% | +17.0% |
| Q1 2019 | $265,000 | – | 2,107 | – | 0.05% | – |
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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% |