MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 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 | 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% |