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 | $541 | -12.5% | 196 | -9.7% | 0.00% | -66.7% |
| Q4 2022 | $618 | -97.9% | 217 | – | 0.00% | +200.0% |
| Q1 2021 | $30,000 | – | 0 | -100.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 1 | -96.4% | 0.00% | -100.0% |
| Q1 2020 | $3,236,000 | +2043.0% | 28 | +27.3% | 0.01% | -90.4% |
| Q4 2019 | $151,000 | +4933.3% | 22 | 0.0% | 0.10% | +3366.7% |
| Q3 2019 | $3,000 | 0.0% | 22 | 0.0% | 0.00% | +50.0% |
| Q2 2019 | $3,000 | 0.0% | 22 | -18.5% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | -50.0% | 27 | -49.1% | 0.00% | -66.7% |
| Q3 2018 | $6,000 | 0.0% | 53 | +17.8% | 0.01% | 0.0% |
| Q2 2018 | $6,000 | 0.0% | 45 | -21.1% | 0.01% | 0.0% |
| Q1 2018 | $6,000 | – | 57 | – | 0.01% | – |
Download | ||||||
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% |