MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,917,693 | +19.5% | 12,456 | 0.0% | 1.59% | +12.5% |
| Q2 2023 | $2,442,248 | -4.3% | 12,456 | -0.9% | 1.41% | -13.4% |
| Q1 2023 | $2,551,275 | -6.3% | 12,566 | 0.0% | 1.63% | -5.3% |
| Q4 2022 | $2,721,670 | +1.3% | 12,566 | -0.7% | 1.72% | -3.6% |
| Q3 2022 | $2,688,000 | -14.6% | 12,660 | -2.7% | 1.78% | -0.7% |
| Q2 2022 | $3,146,000 | -12.3% | 13,009 | -1.0% | 1.80% | +0.6% |
| Q1 2022 | $3,589,000 | -20.6% | 13,137 | -0.6% | 1.79% | -23.6% |
| Q4 2021 | $4,520,000 | +29.8% | 13,217 | -1.6% | 2.34% | +22.4% |
| Q3 2021 | $3,481,000 | +0.5% | 13,437 | -0.2% | 1.91% | -27.2% |
| Q2 2021 | $3,463,000 | +14.2% | 13,467 | -0.0% | 2.63% | +6.4% |
| Q1 2021 | $3,032,000 | – | 13,472 | – | 2.47% | – |
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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% |