MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $777,677 | +22.0% | 3,320 | +2.1% | 0.46% | +22.8% |
| Q2 2023 | $637,424 | +2.1% | 3,251 | +5.7% | 0.38% | -5.3% |
| Q1 2023 | $624,317 | -1.6% | 3,075 | +5.0% | 0.40% | -8.5% |
| Q4 2022 | $634,392 | +4.7% | 2,929 | +2.6% | 0.44% | -5.6% |
| Q3 2022 | $606,000 | -15.1% | 2,856 | -3.2% | 0.46% | -10.8% |
| Q2 2022 | $714,000 | -15.3% | 2,951 | -4.4% | 0.52% | -2.1% |
| Q1 2022 | $843,000 | -18.0% | 3,087 | +2.7% | 0.53% | -19.2% |
| Q4 2021 | $1,028,000 | +36.2% | 3,006 | +3.1% | 0.66% | +22.9% |
| Q3 2021 | $755,000 | – | 2,916 | – | 0.53% | – |
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% |