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 | $25,538,250 | +77.8% | 109,026 | +48.8% | 1.43% | +98.5% |
| Q2 2023 | $14,366,833 | -11.9% | 73,274 | -8.8% | 0.72% | -2.2% |
| Q1 2023 | $16,305,136 | +8.2% | 80,309 | +15.5% | 0.74% | +10.9% |
| Q4 2022 | $15,063,185 | +25.6% | 69,547 | +23.2% | 0.66% | +15.3% |
| Q3 2022 | $11,989,000 | -4.3% | 56,465 | +9.0% | 0.58% | 0.0% |
| Q2 2022 | $12,525,000 | +2.8% | 51,793 | +16.2% | 0.58% | +21.1% |
| Q1 2022 | $12,178,000 | -46.4% | 44,580 | -32.9% | 0.48% | -35.2% |
| Q4 2021 | $22,733,000 | +28.4% | 66,472 | -2.7% | 0.73% | +21.2% |
| Q3 2021 | $17,704,000 | -1.9% | 68,346 | -2.6% | 0.60% | +4.5% |
| Q2 2021 | $18,047,000 | +8.2% | 70,191 | -5.3% | 0.58% | +4.5% |
| Q1 2021 | $16,681,000 | -16.6% | 74,123 | -14.2% | 0.55% | -11.9% |
| Q4 2020 | $19,995,000 | +43.3% | 86,347 | -0.6% | 0.63% | +11.5% |
| Q3 2020 | $13,951,000 | +10.7% | 86,862 | -2.8% | 0.56% | +11.0% |
| Q2 2020 | $12,598,000 | +19.4% | 89,370 | -1.5% | 0.51% | +2.2% |
| Q1 2020 | $10,553,000 | -26.9% | 90,775 | -4.9% | 0.50% | +21.2% |
| Q4 2019 | $14,440,000 | – | 95,435 | – | 0.41% | – |
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% |