MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q3 2022. The put-call ratio across all filers is 4.30 and the average weighting 0.1%.
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 | 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% |