MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 316 filers reported holding MORNINGSTAR INC in Q3 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,295,776 | -11.9% | 6,290 | +3.0% | 0.12% | -18.8% |
Q4 2022 | $1,470,372 | +7.5% | 6,107 | +2.4% | 0.15% | -2.0% |
Q3 2022 | $1,368,000 | -48.4% | 5,964 | -44.0% | 0.15% | -58.4% |
Q2 2022 | $2,649,000 | -7.2% | 10,647 | +2.2% | 0.36% | 0.0% |
Q1 2022 | $2,853,000 | +10.5% | 10,415 | +12.6% | 0.36% | +16.2% |
Q4 2021 | $2,582,000 | -5.0% | 9,250 | +5.9% | 0.31% | +5.4% |
Q3 2021 | $2,717,000 | +59.4% | 8,737 | +36.4% | 0.30% | +24.7% |
Q2 2021 | $1,705,000 | +21.4% | 6,406 | +15.5% | 0.24% | -23.6% |
Q1 2021 | $1,405,000 | – | 5,548 | – | 0.31% | – |
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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% |