MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 3 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 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% |