MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,722,284 | +2.7% | 125,203 | -12.0% | 0.04% | -13.7% |
| Q2 2023 | $27,958,010 | +388.2% | 142,201 | +404.2% | 0.05% | +264.3% |
| Q1 2023 | $5,727,167 | -17.9% | 28,201 | -12.4% | 0.01% | -22.2% |
| Q4 2022 | $6,974,596 | -44.5% | 32,202 | -45.6% | 0.02% | -73.1% |
| Q3 2022 | $12,575,000 | +52.2% | 59,193 | +73.1% | 0.07% | +76.3% |
| Q2 2022 | $8,260,000 | -6.5% | 34,193 | +6.2% | 0.04% | +46.2% |
| Q1 2022 | $8,830,000 | +96.8% | 32,185 | +144.1% | 0.03% | +73.3% |
| Q4 2021 | $4,486,000 | – | 13,185 | – | 0.02% | – |
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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% |