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 | $249,466 | -35.0% | 1,065 | -43.7% | 0.00% | -100.0% |
| Q1 2023 | $383,727 | -13.6% | 1,890 | -7.8% | 0.00% | 0.0% |
| Q4 2022 | $444,226 | -16.0% | 2,051 | -17.6% | 0.00% | 0.0% |
| Q3 2022 | $529,000 | -27.2% | 2,490 | -17.1% | 0.00% | 0.0% |
| Q2 2022 | $727,000 | -10.5% | 3,005 | +1.1% | 0.00% | 0.0% |
| Q1 2022 | $812,000 | -50.3% | 2,972 | -37.8% | 0.00% | -50.0% |
| Q4 2021 | $1,634,000 | +6.9% | 4,778 | -19.0% | 0.00% | -33.3% |
| Q3 2021 | $1,529,000 | -18.1% | 5,902 | -18.7% | 0.00% | 0.0% |
| Q2 2021 | $1,867,000 | +45.1% | 7,261 | +27.0% | 0.00% | +50.0% |
| Q1 2021 | $1,287,000 | +116.3% | 5,717 | +122.7% | 0.00% | +100.0% |
| Q4 2020 | $595,000 | – | 2,567 | – | 0.00% | – |
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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% |