MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 291 filers reported holding MORNINGSTAR INC in Q2 2023. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,929,669 | +24.4% | 8,238 | +4.1% | 1.20% | +21.9% |
Q2 2023 | $1,551,110 | -6.3% | 7,911 | -3.0% | 0.98% | -21.4% |
Q1 2023 | $1,655,710 | -14.2% | 8,155 | -8.5% | 1.25% | -17.6% |
Q4 2022 | $1,930,467 | +2.0% | 8,913 | 0.0% | 1.52% | -4.7% |
Q3 2022 | $1,892,000 | -11.7% | 8,913 | +0.6% | 1.59% | -12.9% |
Q2 2022 | $2,143,000 | -13.6% | 8,862 | -2.3% | 1.83% | +11.4% |
Q1 2022 | $2,479,000 | -27.4% | 9,075 | -9.1% | 1.64% | -17.5% |
Q4 2021 | $3,413,000 | +47.9% | 9,980 | +11.2% | 1.99% | +25.7% |
Q2 2021 | $2,307,000 | +17.0% | 8,971 | +2.4% | 1.58% | +6.8% |
Q1 2021 | $1,972,000 | +4.2% | 8,762 | +7.2% | 1.48% | -5.2% |
Q4 2020 | $1,893,000 | – | 8,173 | – | 1.56% | – |
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% |