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 | 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% |