MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 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 | 298,676 | $64,690,235 | 6.58% |
| Select Equity Group, L.P. | 3,945,781 | $854,616,707 | 3.21% |
| CEERA INVESTMENTS, LLC | 12,566 | $2,721,670 | 1.72% |
| Alamar Capital Management, LLC | 7,329 | $1,587,396 | 1.63% |
| AMERICAN CAPITAL MANAGEMENT INC | 184,448 | $39,949,592 | 1.56% |
| Kensington Investment Counsel, LLC | 8,913 | $1,930,467 | 1.52% |
| Yorktown Management & Research Co Inc | 4,700 | $1,017,973 | 1.24% |
| Martin Capital Advisors, LLP | 4,439 | $961,443 | 1.08% |
| Covey Capital Advisors, LLC | 3,026 | $655,401 | 1.07% |
| 2Xideas AG | 46,401 | $10,049,993 | 1.06% |