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 | $187,392 | +19.5% | 800 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $156,856 | -22.7% | 800 | -20.0% | 0.00% | -20.0% |
| Q1 2023 | $203,030 | -14.8% | 1,000 | -9.1% | 0.01% | -16.7% |
| Q4 2022 | $238,249 | +1.8% | 1,100 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $234,000 | -22.5% | 1,100 | -12.0% | 0.01% | -25.0% |
| Q2 2022 | $302,000 | -18.2% | 1,250 | -7.4% | 0.01% | 0.0% |
| Q1 2022 | $369,000 | -20.1% | 1,350 | 0.0% | 0.01% | -20.0% |
| Q4 2021 | $462,000 | +32.0% | 1,350 | 0.0% | 0.01% | +11.1% |
| Q3 2021 | $350,000 | +0.9% | 1,350 | 0.0% | 0.01% | +12.5% |
| Q2 2021 | $347,000 | +14.1% | 1,350 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $304,000 | -2.9% | 1,350 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $313,000 | +5.4% | 1,350 | -27.0% | 0.01% | 0.0% |
| Q3 2020 | $297,000 | +13.8% | 1,850 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $261,000 | +12.0% | 1,850 | -7.5% | 0.01% | 0.0% |
| Q1 2020 | $233,000 | -24.8% | 2,000 | -2.4% | 0.01% | -10.0% |
| Q4 2019 | $310,000 | +3.3% | 2,050 | 0.0% | 0.01% | -9.1% |
| Q3 2019 | $300,000 | +1.0% | 2,050 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $297,000 | – | 2,050 | – | 0.01% | – |
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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% |