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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402 | -26.5% | 1,717 | -38.5% | 0.00% | 0.0% |
| Q2 2023 | $547 | -68.5% | 2,791 | -67.4% | 0.00% | -75.0% |
| Q1 2023 | $1,737 | +4.8% | 8,555 | +11.8% | 0.00% | 0.0% |
| Q4 2022 | $1,657 | -99.8% | 7,652 | +51.1% | 0.00% | +33.3% |
| Q3 2022 | $1,075,000 | +156.0% | 5,065 | +191.3% | 0.00% | +200.0% |
| Q2 2022 | $420,000 | +31.2% | 1,739 | +48.3% | 0.00% | 0.0% |
| Q1 2022 | $320,000 | -13.5% | 1,173 | +8.4% | 0.00% | 0.0% |
| Q4 2021 | $370,000 | +54.8% | 1,082 | +16.8% | 0.00% | 0.0% |
| Q3 2021 | $239,000 | -4.4% | 926 | -5.1% | 0.00% | 0.0% |
| Q2 2021 | $250,000 | +8.7% | 976 | -4.9% | 0.00% | 0.0% |
| Q1 2021 | $230,000 | -2.1% | 1,026 | +1.1% | 0.00% | 0.0% |
| Q4 2020 | $235,000 | -18.1% | 1,015 | -43.4% | 0.00% | 0.0% |
| Q3 2020 | $287,000 | – | 1,792 | – | 0.00% | – |
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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% |