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 | $288,818 | +19.8% | 1,233 | +0.2% | 0.12% | -16.7% |
| Q2 2023 | $241,167 | -3.4% | 1,230 | 0.0% | 0.14% | +26.3% |
| Q1 2023 | $249,727 | +15.0% | 1,230 | +22.6% | 0.11% | +6.5% |
| Q4 2022 | $217,240 | +2.0% | 1,003 | 0.0% | 0.11% | -10.1% |
| Q3 2022 | $213,000 | -12.3% | 1,003 | 0.0% | 0.12% | -13.1% |
| Q2 2022 | $243,000 | -11.3% | 1,003 | 0.0% | 0.14% | +9.6% |
| Q1 2022 | $274,000 | -20.1% | 1,003 | 0.0% | 0.12% | -17.8% |
| Q4 2021 | $343,000 | +27.0% | 1,003 | -3.7% | 0.15% | +26.7% |
| Q3 2021 | $270,000 | +0.7% | 1,041 | 0.0% | 0.12% | +8.1% |
| Q2 2021 | $268,000 | +14.5% | 1,041 | 0.0% | 0.11% | +6.7% |
| Q1 2021 | $234,000 | -6.4% | 1,041 | -3.6% | 0.10% | -15.4% |
| Q4 2020 | $250,000 | – | 1,080 | – | 0.12% | – |
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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% |