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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $281,354 | +5.4% | 1,299 | +3.1% | 0.00% | 0.0% |
| Q3 2022 | $267,000 | -7.6% | 1,260 | +2.0% | 0.00% | 0.0% |
| Q2 2022 | $289,000 | -11.3% | 1,235 | +4.4% | 0.00% | 0.0% |
| Q1 2022 | $326,000 | -18.1% | 1,183 | -0.4% | 0.00% | -25.0% |
| Q4 2021 | $398,000 | +49.6% | 1,188 | +17.4% | 0.00% | +33.3% |
| Q3 2021 | $266,000 | – | 1,012 | +50500.0% | 0.00% | – |
| Q2 2018 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 2 | -99.9% | 0.00% | -100.0% |
| Q1 2017 | $169,000 | +19.9% | 2,121 | +10.8% | 0.00% | +33.3% |
| Q4 2016 | $141,000 | -13.5% | 1,915 | -5.3% | 0.00% | -25.0% |
| Q3 2016 | $163,000 | -5.8% | 2,023 | -3.6% | 0.00% | 0.0% |
| Q2 2016 | $173,000 | -5.5% | 2,098 | +0.7% | 0.00% | 0.0% |
| Q1 2016 | $183,000 | +125.9% | 2,083 | +109.1% | 0.00% | +100.0% |
| Q4 2015 | $81,000 | – | 996 | – | 0.00% | – |
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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% |