MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $630,000 | +85.3% | 2,689 | +54.9% | 0.03% | +52.6% |
| Q2 2023 | $340,000 | -70.9% | 1,736 | -69.9% | 0.02% | -75.3% |
| Q1 2023 | $1,169,000 | -49.6% | 5,758 | -46.2% | 0.08% | -55.5% |
| Q4 2022 | $2,318,000 | +677.9% | 10,701 | +661.6% | 0.17% | +355.3% |
| Q3 2022 | $298,000 | +9.2% | 1,405 | +24.7% | 0.04% | -2.6% |
| Q2 2022 | $273,000 | -13.1% | 1,127 | -1.8% | 0.04% | -18.8% |
| Q1 2022 | $314,000 | -10.5% | 1,148 | +12.0% | 0.05% | -25.0% |
| Q4 2021 | $351,000 | +8.7% | 1,025 | -52.0% | 0.06% | -68.5% |
| Q4 2019 | $323,000 | -34.3% | 2,134 | -36.6% | 0.20% | -38.7% |
| Q3 2019 | $492,000 | -5.6% | 3,365 | -6.6% | 0.33% | +8.2% |
| Q2 2019 | $521,000 | – | 3,604 | – | 0.31% | – |
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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% |