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 | $1,888,443 | -37.7% | 8,062 | -47.9% | 0.03% | -31.7% |
| Q2 2023 | $3,032,026 | +82.2% | 15,464 | +88.7% | 0.04% | +57.7% |
| Q1 2023 | $1,664,034 | -20.2% | 8,196 | -14.9% | 0.03% | -27.8% |
| Q4 2022 | $2,085,112 | +41.1% | 9,627 | +38.3% | 0.04% | +33.3% |
| Q3 2022 | $1,478,000 | -16.4% | 6,961 | -4.8% | 0.03% | -6.9% |
| Q2 2022 | $1,769,000 | -25.0% | 7,314 | -15.3% | 0.03% | -9.4% |
| Q1 2022 | $2,358,000 | -20.0% | 8,633 | +0.1% | 0.03% | -15.8% |
| Q4 2021 | $2,949,000 | – | 8,624 | – | 0.04% | – |
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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% |