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 | $34,715,070 | +23.7% | 148,355 | +3.6% | 0.16% | +38.4% |
| Q2 2023 | $28,070,336 | -2.4% | 143,216 | +1.0% | 0.11% | -17.6% |
| Q1 2023 | $28,774,032 | +5.5% | 141,744 | +12.7% | 0.14% | +0.7% |
| Q4 2022 | $27,283,410 | +29.0% | 125,730 | +26.0% | 0.14% | +9.8% |
| Q3 2022 | $21,156,000 | -11.6% | 99,792 | +0.9% | 0.12% | -13.4% |
| Q2 2022 | $23,938,000 | -3.1% | 98,916 | +9.3% | 0.14% | +195.8% |
| Q1 2022 | $24,708,000 | – | 90,507 | – | 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% |