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 | $992,006 | +29.3% | 4,235 | +8.3% | 0.46% | +34.9% |
Q2 2023 | $767,026 | +6.3% | 3,912 | +10.1% | 0.34% | -7.1% |
Q1 2023 | $721,366 | -4.1% | 3,553 | +2.3% | 0.36% | -0.5% |
Q4 2022 | $752,434 | -17.7% | 3,474 | -11.6% | 0.37% | -19.9% |
Q3 2022 | $914,000 | -1.9% | 3,930 | +7.7% | 0.46% | -3.4% |
Q2 2022 | $932,000 | +2.2% | 3,648 | +1.3% | 0.47% | -4.6% |
Q1 2022 | $912,000 | -17.7% | 3,601 | +11.1% | 0.50% | -16.6% |
Q4 2021 | $1,108,000 | +14.9% | 3,241 | +6.5% | 0.60% | +10.8% |
Q3 2021 | $964,000 | +44.7% | 3,043 | +15.5% | 0.54% | +35.9% |
Q2 2021 | $666,000 | +21.3% | 2,635 | +13.1% | 0.40% | +5.3% |
Q1 2021 | $549,000 | +17.8% | 2,330 | +24.0% | 0.38% | +13.6% |
Q4 2020 | $466,000 | – | 1,879 | – | 0.33% | – |
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% |