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 | $370,567 | +20.4% | 1,582 | +0.8% | 0.00% | – |
| Q2 2023 | $307,830 | -0.2% | 1,570 | +0.4% | 0.00% | – |
| Q1 2023 | $308,563 | +9.8% | 1,563 | +20.4% | 0.00% | – |
| Q4 2022 | $281,134 | +17.1% | 1,298 | +14.6% | 0.00% | – |
| Q3 2022 | $240,000 | +9.6% | 1,133 | +76.8% | 0.00% | – |
| Q4 2021 | $219,000 | -91.4% | 641 | -96.3% | 0.00% | -100.0% |
| Q3 2019 | $2,539,000 | +435.7% | 17,377 | +199.8% | 0.00% | +200.0% |
| Q2 2016 | $474,000 | -16.7% | 5,796 | -10.1% | 0.00% | 0.0% |
| Q1 2016 | $569,000 | -37.7% | 6,447 | -43.2% | 0.00% | 0.0% |
| Q4 2015 | $913,000 | -22.6% | 11,357 | -23.4% | 0.00% | 0.0% |
| Q2 2015 | $1,179,000 | +60.4% | 14,827 | +57.4% | 0.00% | 0.0% |
| Q4 2013 | $735,000 | – | 9,418 | – | 0.00% | – |
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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% |