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 | $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% | – |
Download | ||||||
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% |