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 | $308,494 | +12.9% | 1,317 | -5.5% | 0.01% | +20.0% |
| Q2 2023 | $273,321 | +9.4% | 1,394 | +13.3% | 0.01% | 0.0% |
| Q1 2023 | $249,726 | -52.0% | 1,230 | -48.8% | 0.01% | -50.0% |
| Q4 2022 | $520,032 | -2.1% | 2,401 | -4.0% | 0.01% | -9.1% |
| Q3 2022 | $531,000 | -10.5% | 2,501 | +2.0% | 0.01% | -8.3% |
| Q2 2022 | $593,000 | -2.6% | 2,451 | +9.9% | 0.01% | +9.1% |
| Q1 2022 | $609,000 | -20.2% | 2,231 | 0.0% | 0.01% | -15.4% |
| Q4 2021 | $763,000 | +27.4% | 2,231 | -3.6% | 0.01% | +18.2% |
| Q3 2021 | $599,000 | +65.0% | 2,314 | +64.0% | 0.01% | +57.1% |
| Q2 2021 | $363,000 | – | 1,411 | – | 0.01% | – |
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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% |