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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |