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 | $7,146,185 | +13.1% | 30,508 | -5.3% | 0.13% | +13.0% |
| Q2 2023 | $6,318,883 | +43.0% | 32,228 | +48.1% | 0.12% | +18.6% |
| Q1 2023 | $4,417,709 | -8.9% | 21,759 | -2.8% | 0.10% | -19.2% |
| Q4 2022 | $4,848,377 | +21.8% | 22,386 | +19.4% | 0.12% | +5.3% |
| Q3 2022 | $3,980,000 | -21.7% | 18,749 | -10.7% | 0.11% | -20.8% |
| Q2 2022 | $5,081,000 | -15.4% | 21,006 | -4.5% | 0.14% | -5.9% |
| Q1 2022 | $6,008,000 | -1.0% | 21,995 | +23.9% | 0.15% | +0.7% |
| Q4 2021 | $6,071,000 | +29.6% | 17,755 | -1.9% | 0.15% | +12.6% |
| Q3 2021 | $4,686,000 | +1.1% | 18,090 | +0.1% | 0.14% | -10.0% |
| Q2 2021 | $4,637,000 | +22.7% | 18,070 | +7.6% | 0.15% | +2.0% |
| Q1 2021 | $3,779,000 | -0.7% | 16,792 | +2.2% | 0.15% | -13.0% |
| Q4 2020 | $3,804,000 | +87.0% | 16,429 | +33.9% | 0.17% | +42.0% |
| Q3 2020 | $2,034,000 | +60.4% | 12,266 | +45.2% | 0.12% | +38.4% |
| Q2 2020 | $1,268,000 | 0.0% | 8,448 | +0.9% | 0.09% | -15.7% |
| Q1 2020 | $1,268,000 | +46.8% | 8,371 | +46.6% | 0.10% | +45.7% |
| Q4 2019 | $864,000 | +27.6% | 5,710 | +33.6% | 0.07% | +25.0% |
| Q3 2019 | $677,000 | +41.9% | 4,273 | +35.9% | 0.06% | +24.4% |
| Q2 2019 | $477,000 | -7.6% | 3,144 | -23.2% | 0.04% | +12.5% |
| Q1 2019 | $516,000 | +63.8% | 4,093 | +63.5% | 0.04% | -2.4% |
| Q4 2018 | $315,000 | – | 2,504 | – | 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% |