MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $774,397 | -3.3% | 3,306 | -19.1% | 0.13% | +52.4% |
| Q2 2023 | $801,142 | +26.0% | 4,086 | +30.5% | 0.08% | +18.3% |
| Q1 2023 | $635,687 | -19.3% | 3,131 | -13.9% | 0.07% | -26.8% |
| Q4 2022 | $787,521 | -3.5% | 3,636 | -5.4% | 0.10% | -12.6% |
| Q3 2022 | $816,000 | -19.5% | 3,843 | -8.3% | 0.11% | -16.5% |
| Q2 2022 | $1,014,000 | -13.0% | 4,192 | -1.7% | 0.13% | +3.1% |
| Q1 2022 | $1,165,000 | -17.2% | 4,266 | +3.7% | 0.13% | -14.6% |
| Q4 2021 | $1,407,000 | +30.6% | 4,113 | -1.1% | 0.15% | +6.3% |
| Q3 2021 | $1,077,000 | +11.8% | 4,157 | +11.0% | 0.14% | -8.4% |
| Q2 2021 | $963,000 | +25.1% | 3,745 | +9.5% | 0.16% | -1.9% |
| Q1 2021 | $770,000 | +19.4% | 3,420 | +22.8% | 0.16% | -20.6% |
| Q4 2020 | $645,000 | – | 2,785 | – | 0.20% | – |
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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% |