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 | $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 | 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% |