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 | $123,841,517 | +24.3% | 528,695 | +4.0% | 0.78% | +29.9% |
Q2 2023 | $99,654,734 | -11.5% | 508,261 | -8.4% | 0.60% | -14.0% |
Q1 2023 | $112,630,283 | -18.6% | 554,747 | -13.2% | 0.70% | -24.7% |
Q4 2022 | $138,381,300 | +0.7% | 638,909 | -1.3% | 0.93% | -2.5% |
Q3 2022 | $137,443,000 | -18.6% | 647,337 | -7.2% | 0.96% | -10.5% |
Q2 2022 | $168,777,000 | -20.7% | 697,915 | -10.5% | 1.07% | +1.8% |
Q1 2022 | $212,919,000 | -22.7% | 779,437 | -3.3% | 1.05% | -6.8% |
Q4 2021 | $275,542,000 | +30.6% | 805,703 | -1.1% | 1.12% | +31.2% |
Q3 2021 | $210,999,000 | +0.8% | 814,573 | +0.1% | 0.86% | +0.8% |
Q2 2021 | $209,315,000 | +11.1% | 814,106 | -2.7% | 0.85% | +0.5% |
Q1 2021 | $188,382,000 | -3.4% | 837,105 | -0.5% | 0.85% | -11.8% |
Q4 2020 | $194,916,000 | +47.5% | 841,717 | +2.3% | 0.96% | +14.0% |
Q3 2020 | $132,181,000 | +45.0% | 822,991 | +27.2% | 0.84% | +27.4% |
Q2 2020 | $91,187,000 | – | 646,855 | – | 0.66% | – |
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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% |