MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,368,190 | +31.1% | 5,841 | +9.7% | 1.29% | +68.2% |
| Q2 2023 | $1,043,875 | -30.5% | 5,324 | -28.0% | 0.77% | -38.6% |
| Q1 2023 | $1,502,226 | -5.4% | 7,398 | +0.9% | 1.25% | -23.2% |
| Q4 2022 | $1,587,396 | +0.7% | 7,329 | -1.3% | 1.63% | -8.1% |
| Q3 2022 | $1,576,000 | -20.8% | 7,424 | -9.8% | 1.77% | -21.1% |
| Q2 2022 | $1,990,000 | -14.2% | 8,229 | -3.1% | 2.25% | +15.4% |
| Q1 2022 | $2,319,000 | -18.9% | 8,491 | +1.6% | 1.95% | -5.3% |
| Q4 2021 | $2,859,000 | – | 8,359 | – | 2.06% | – |
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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% |