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 | $448,335 | +19.5% | 1,914 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $375,278 | -3.4% | 1,914 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $388,599 | -6.3% | 1,914 | 0.0% | 0.01% | -25.0% |
| Q4 2022 | $414,553 | -10.5% | 1,914 | 0.0% | 0.01% | -20.0% |
| Q2 2022 | $463,000 | -1.9% | 1,914 | +10.8% | 0.02% | +15.4% |
| Q1 2022 | $472,000 | -20.1% | 1,727 | 0.0% | 0.01% | -13.3% |
| Q4 2021 | $591,000 | +28.2% | 1,727 | 0.0% | 0.02% | +15.4% |
| Q3 2021 | $461,000 | +4.1% | 1,727 | 0.0% | 0.01% | -7.1% |
| Q2 2021 | $443,000 | +13.9% | 1,727 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $389,000 | – | 1,727 | – | 0.01% | – |
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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% |