MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,582,291 | +19.5% | 6,755 | 0.0% | 0.14% | +26.9% |
| Q2 2023 | $1,324,453 | -5.9% | 6,755 | -2.6% | 0.11% | -16.9% |
| Q1 2023 | $1,408,013 | +28.4% | 6,935 | +36.9% | 0.13% | +36.8% |
| Q4 2022 | $1,096,814 | +0.5% | 5,064 | -1.5% | 0.10% | -12.0% |
| Q3 2022 | $1,091,000 | -12.3% | 5,140 | -0.1% | 0.11% | -13.6% |
| Q2 2022 | $1,244,000 | -12.5% | 5,144 | -1.2% | 0.12% | 0.0% |
| Q1 2022 | $1,422,000 | -33.2% | 5,206 | -16.4% | 0.12% | -20.4% |
| Q4 2021 | $2,129,000 | +22.9% | 6,225 | -6.9% | 0.16% | +9.8% |
| Q3 2021 | $1,732,000 | -1.5% | 6,688 | -2.2% | 0.14% | -1.4% |
| Q2 2021 | $1,758,000 | +14.2% | 6,836 | -0.1% | 0.14% | +2.1% |
| Q1 2021 | $1,539,000 | -0.1% | 6,840 | +2.8% | 0.14% | +6.8% |
| Q4 2020 | $1,541,000 | +52.1% | 6,654 | +5.5% | 0.13% | +20.9% |
| Q3 2020 | $1,013,000 | +37.6% | 6,309 | +20.8% | 0.11% | +27.9% |
| Q2 2020 | $736,000 | +42.9% | 5,224 | +17.9% | 0.09% | +26.5% |
| Q1 2020 | $515,000 | -23.7% | 4,430 | -0.7% | 0.07% | +6.2% |
| Q4 2019 | $675,000 | -0.4% | 4,461 | -3.8% | 0.06% | -8.6% |
| Q3 2019 | $678,000 | +7.8% | 4,637 | +6.5% | 0.07% | -17.6% |
| Q2 2019 | $629,000 | -42.6% | 4,352 | -50.0% | 0.08% | +10.4% |
| Q1 2019 | $1,096,000 | +105.2% | 8,704 | +79.2% | 0.08% | +97.4% |
| Q4 2018 | $534,000 | – | 4,858 | – | 0.04% | – |
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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% |