MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,159,693 | -41.1% | 9,220 | -50.7% | 0.00% | -50.0% |
| Q2 2023 | $3,667,686 | -14.5% | 18,706 | -11.5% | 0.00% | 0.0% |
| Q1 2023 | $4,291,648 | -14.8% | 21,138 | -9.1% | 0.00% | -33.3% |
| Q4 2022 | $5,036,801 | +5.6% | 23,255 | +3.6% | 0.00% | 0.0% |
| Q3 2022 | $4,768,000 | -14.1% | 22,457 | -2.2% | 0.00% | 0.0% |
| Q2 2022 | $5,551,000 | -5.9% | 22,956 | +6.3% | 0.00% | +50.0% |
| Q1 2022 | $5,901,000 | -13.0% | 21,603 | +8.9% | 0.00% | 0.0% |
| Q4 2021 | $6,784,000 | +43.3% | 19,836 | +8.5% | 0.00% | 0.0% |
| Q3 2021 | $4,734,000 | +18.3% | 18,275 | +17.4% | 0.00% | 0.0% |
| Q2 2021 | $4,002,000 | -24.0% | 15,563 | -33.5% | 0.00% | 0.0% |
| Q1 2021 | $5,263,000 | -3.4% | 23,389 | -0.5% | 0.00% | 0.0% |
| Q4 2020 | $5,447,000 | +437.2% | 23,517 | +272.6% | 0.00% | – |
| Q3 2020 | $1,014,000 | -12.4% | 6,312 | -12.6% | 0.00% | -100.0% |
| Q2 2020 | $1,157,000 | +20.0% | 7,220 | -12.9% | 0.00% | 0.0% |
| Q1 2020 | $964,000 | -67.2% | 8,287 | -57.3% | 0.00% | -50.0% |
| Q4 2019 | $2,938,000 | +21.8% | 19,416 | +17.6% | 0.00% | +100.0% |
| Q3 2019 | $2,412,000 | +84.1% | 16,508 | +82.3% | 0.00% | 0.0% |
| Q2 2019 | $1,310,000 | +119.8% | 9,054 | +91.3% | 0.00% | – |
| Q1 2019 | $596,000 | +121.6% | 4,732 | +93.3% | 0.00% | – |
| Q4 2018 | $269,000 | +1.1% | 2,448 | +15.9% | 0.00% | – |
| Q3 2018 | $266,000 | – | 2,112 | – | 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% |