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 | $50,789,084 | +35.1% | 216,824 | +13.1% | 0.09% | +50.0% |
Q2 2023 | $37,584,997 | -17.2% | 191,691 | -14.3% | 0.06% | -20.0% |
Q1 2023 | $45,391,821 | -9.8% | 223,572 | -3.7% | 0.08% | -12.8% |
Q4 2022 | $50,296,527 | +136.4% | 232,220 | +131.8% | 0.09% | +126.3% |
Q3 2022 | $21,273,000 | -10.9% | 100,199 | +1.5% | 0.04% | -5.0% |
Q2 2022 | $23,871,000 | -12.9% | 98,714 | -1.6% | 0.04% | +14.3% |
Q1 2022 | $27,409,000 | -30.3% | 100,340 | -12.7% | 0.04% | -20.5% |
Q4 2021 | $39,313,000 | – | 114,957 | – | 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% |