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 | $2,804,087 | +662.0% | 11,971 | +681.9% | 0.02% | +650.0% |
| Q4 2020 | $368,000 | +8.6% | 1,531 | -16.6% | 0.00% | 0.0% |
| Q3 2020 | $339,000 | +24.2% | 1,835 | +7.6% | 0.00% | 0.0% |
| Q2 2020 | $273,000 | +31.2% | 1,706 | +14.4% | 0.00% | 0.0% |
| Q1 2020 | $208,000 | -13.0% | 1,491 | -0.5% | 0.00% | 0.0% |
| Q4 2019 | $239,000 | +16.6% | 1,498 | +6.3% | 0.00% | 0.0% |
| Q3 2019 | $205,000 | -14.6% | 1,409 | -9.2% | 0.00% | 0.0% |
| Q2 2019 | $240,000 | +14.3% | 1,551 | -5.1% | 0.00% | 0.0% |
| Q1 2019 | $210,000 | +0.5% | 1,635 | -9.2% | 0.00% | 0.0% |
| Q3 2018 | $209,000 | -22.6% | 1,800 | -47.1% | 0.00% | 0.0% |
| Q3 2013 | $270,000 | -4.9% | 3,402 | -7.1% | 0.00% | 0.0% |
| Q2 2013 | $284,000 | – | 3,662 | – | 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% |