MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $446,227 | +67.8% | 1,905 | +65.7% | 0.04% | +85.0% |
| Q4 2020 | $266,000 | -17.1% | 1,150 | -42.5% | 0.02% | -25.9% |
| Q3 2020 | $321,000 | +13.8% | 2,000 | 0.0% | 0.03% | +3.8% |
| Q2 2020 | $282,000 | -24.6% | 2,000 | -37.8% | 0.03% | -36.6% |
| Q1 2020 | $374,000 | +10.0% | 3,215 | +42.9% | 0.04% | +24.2% |
| Q4 2019 | $340,000 | +3.3% | 2,250 | 0.0% | 0.03% | -5.7% |
| Q3 2019 | $329,000 | +1.2% | 2,250 | 0.0% | 0.04% | +2.9% |
| Q2 2019 | $325,000 | +14.8% | 2,250 | 0.0% | 0.03% | +3.0% |
| Q1 2019 | $283,000 | +28.6% | 2,250 | +12.5% | 0.03% | +13.8% |
| Q4 2018 | $220,000 | -12.7% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $252,000 | – | 2,000 | – | 0.03% | – |
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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% |