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 | $360,261 | +70.8% | 1,538 | +42.9% | 0.39% | +13.3% |
| Q2 2023 | $210,971 | -60.3% | 1,076 | -56.1% | 0.34% | -37.7% |
| Q4 2022 | $531,087 | -0.9% | 2,452 | -1.8% | 0.55% | +17.1% |
| Q3 2022 | $536,000 | -11.1% | 2,496 | -5.8% | 0.47% | -0.2% |
| Q2 2022 | $603,000 | -9.9% | 2,649 | +8.2% | 0.47% | +19.4% |
| Q1 2022 | $669,000 | -27.4% | 2,449 | -9.1% | 0.40% | -40.2% |
| Q4 2021 | $921,000 | +46.9% | 2,693 | +11.3% | 0.66% | +36.9% |
| Q3 2021 | $627,000 | +28.7% | 2,420 | +27.7% | 0.48% | +15.8% |
| Q2 2021 | $487,000 | +31.3% | 1,895 | +15.1% | 0.42% | +17.4% |
| Q1 2021 | $371,000 | +27.9% | 1,647 | +31.5% | 0.36% | +13.3% |
| Q4 2020 | $290,000 | – | 1,252 | – | 0.32% | – |
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% |