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 | $2,645 | +20.1% | 11,292 | +0.5% | 0.01% | +16.7% |
| Q2 2023 | $2,202 | -0.2% | 11,232 | +3.3% | 0.01% | -7.7% |
| Q1 2023 | $2,207 | -5.6% | 10,872 | +0.7% | 0.01% | -7.1% |
| Q4 2022 | $2,337 | -99.9% | 10,792 | +1.3% | 0.01% | -6.7% |
| Q3 2022 | $2,262,000 | -11.1% | 10,652 | +1.2% | 0.02% | -6.2% |
| Q2 2022 | $2,545,000 | +8.1% | 10,522 | +22.1% | 0.02% | +23.1% |
| Q1 2022 | $2,355,000 | -18.7% | 8,620 | +1.7% | 0.01% | -13.3% |
| Q4 2021 | $2,898,000 | +32.8% | 8,475 | +0.6% | 0.02% | +15.4% |
| Q3 2021 | $2,182,000 | +4.3% | 8,425 | +3.6% | 0.01% | +8.3% |
| Q2 2021 | $2,092,000 | +17.1% | 8,136 | +2.5% | 0.01% | +9.1% |
| Q1 2021 | $1,786,000 | -3.0% | 7,936 | -0.3% | 0.01% | -8.3% |
| Q4 2020 | $1,842,000 | +44.5% | 7,956 | +0.3% | 0.01% | +20.0% |
| Q3 2020 | $1,275,000 | +13.9% | 7,936 | 0.0% | 0.01% | +11.1% |
| Q2 2020 | $1,119,000 | +18.8% | 7,936 | -2.1% | 0.01% | +12.5% |
| Q1 2020 | $942,000 | +31.4% | 8,105 | +71.0% | 0.01% | +33.3% |
| Q4 2019 | $717,000 | +4.4% | 4,740 | +0.9% | 0.01% | 0.0% |
| Q3 2019 | $687,000 | -39.7% | 4,700 | -40.4% | 0.01% | -14.3% |
| Q2 2019 | $1,140,000 | +25.1% | 7,880 | +9.0% | 0.01% | +16.7% |
| Q1 2019 | $911,000 | +15.8% | 7,230 | +0.9% | 0.01% | 0.0% |
| Q4 2018 | $787,000 | -11.4% | 7,165 | +1.6% | 0.01% | 0.0% |
| Q3 2018 | $888,000 | +70.4% | 7,054 | +73.6% | 0.01% | +20.0% |
| Q2 2018 | $521,000 | – | 4,063 | – | 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% |