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 | $236,054,891 | +91.9% | 1,007,748 | +60.6% | 0.08% | +107.5% |
| Q2 2023 | $123,005,886 | -4.6% | 627,357 | -1.3% | 0.04% | -9.1% |
| Q1 2023 | $128,990,643 | -0.9% | 635,328 | +5.7% | 0.04% | -2.2% |
| Q4 2022 | $130,130,955 | +26.2% | 600,817 | +23.7% | 0.04% | +15.4% |
| Q3 2022 | $103,097,000 | -12.1% | 485,572 | +0.1% | 0.04% | -2.5% |
| Q2 2022 | $117,354,000 | -1.3% | 485,276 | +11.5% | 0.04% | +14.3% |
| Q1 2022 | $118,852,000 | -7.6% | 435,085 | +15.6% | 0.04% | 0.0% |
| Q4 2021 | $128,670,000 | – | 376,239 | – | 0.04% | – |
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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% |