MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,136 | +19.5% | 39 | 0.0% | 0.01% | +16.7% |
| Q2 2023 | $7,647 | -82.6% | 39 | -81.2% | 0.01% | -82.9% |
| Q3 2022 | $44,000 | -13.7% | 208 | -1.0% | 0.04% | -5.4% |
| Q2 2022 | $51,000 | -16.4% | 210 | -6.2% | 0.04% | -9.8% |
| Q1 2022 | $61,000 | -19.7% | 224 | +1.4% | 0.04% | -16.3% |
| Q4 2021 | $76,000 | +22.6% | 221 | -8.3% | 0.05% | +11.4% |
| Q3 2021 | $62,000 | -3.1% | 241 | -3.6% | 0.04% | -4.3% |
| Q2 2021 | $64,000 | +12.3% | 250 | -1.2% | 0.05% | +2.2% |
| Q1 2021 | $57,000 | -9.5% | 253 | -6.6% | 0.04% | -15.1% |
| Q4 2020 | $63,000 | – | 271 | – | 0.05% | – |
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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% |