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 | $1,002,313 | +25.3% | 4,279 | +4.9% | 0.98% | +33.2% |
| Q2 2023 | $799,770 | -3.4% | 4,079 | 0.0% | 0.73% | -14.5% |
| Q1 2023 | $828,159 | -13.9% | 4,079 | -8.1% | 0.86% | -20.4% |
| Q4 2022 | $961,443 | +13.6% | 4,439 | +11.4% | 1.08% | -13.5% |
| Q3 2022 | $846,000 | -26.1% | 3,984 | -15.8% | 1.24% | +23.1% |
| Q2 2022 | $1,145,000 | -11.4% | 4,734 | 0.0% | 1.01% | +14.0% |
| Q1 2022 | $1,293,000 | -19.5% | 4,734 | +0.7% | 0.89% | -10.9% |
| Q4 2021 | $1,607,000 | – | 4,699 | – | 0.99% | – |
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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% |