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 | 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% |