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 2022 | $421,000 | -13.0% | 1,983 | -0.9% | 0.09% | -9.6% |
| Q2 2022 | $484,000 | -11.5% | 2,001 | 0.0% | 0.10% | +11.8% |
| Q1 2022 | $547,000 | -33.9% | 2,001 | -17.3% | 0.09% | -22.5% |
| Q4 2021 | $828,000 | +31.2% | 2,421 | -0.6% | 0.12% | +26.3% |
| Q3 2021 | $631,000 | -1.3% | 2,435 | -2.1% | 0.10% | -1.0% |
| Q2 2021 | $639,000 | +103.5% | 2,486 | +78.3% | 0.10% | +71.4% |
| Q1 2021 | $314,000 | -2.8% | 1,394 | 0.0% | 0.06% | -3.4% |
| Q4 2020 | $323,000 | +30.8% | 1,394 | -9.2% | 0.06% | +7.4% |
| Q3 2020 | $247,000 | +15.4% | 1,536 | +1.2% | 0.05% | +5.9% |
| Q2 2020 | $214,000 | -20.4% | 1,518 | -14.5% | 0.05% | +18.6% |
| Q4 2019 | $269,000 | -6.6% | 1,776 | -9.9% | 0.04% | -10.4% |
| Q3 2019 | $288,000 | -6.2% | 1,971 | -7.2% | 0.05% | +2.1% |
| Q2 2019 | $307,000 | +11.2% | 2,124 | -3.1% | 0.05% | +9.3% |
| Q1 2019 | $276,000 | +10.4% | 2,192 | -3.6% | 0.04% | 0.0% |
| Q4 2018 | $250,000 | -17.8% | 2,273 | -5.8% | 0.04% | +10.3% |
| Q3 2018 | $304,000 | -5.0% | 2,414 | -3.4% | 0.04% | -13.3% |
| Q2 2018 | $320,000 | +32.2% | 2,499 | -1.5% | 0.04% | +21.6% |
| Q1 2018 | $242,000 | -4.3% | 2,537 | -2.6% | 0.04% | -21.3% |
| Q4 2017 | $253,000 | – | 2,606 | – | 0.05% | – |
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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% |