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 | $82,303 | +29.2% | 325 | 0.0% | 0.00% | +100.0% |
| Q2 2023 | $63,723 | -29.2% | 325 | -26.6% | 0.00% | -50.0% |
| Q1 2023 | $89,942 | -65.8% | 443 | -60.9% | 0.00% | -60.0% |
| Q4 2020 | $263,000 | -17.8% | 1,134 | -43.0% | 0.01% | -28.6% |
| Q3 2020 | $320,000 | -59.2% | 1,991 | -64.2% | 0.01% | -61.1% |
| Q2 2020 | $784,000 | +15.1% | 5,559 | -5.0% | 0.02% | -10.0% |
| Q1 2020 | $681,000 | -26.1% | 5,854 | -3.9% | 0.02% | -4.8% |
| Q4 2019 | $922,000 | +58.4% | 6,094 | +52.9% | 0.02% | +50.0% |
| Q3 2019 | $582,000 | +27.4% | 3,985 | -23.0% | 0.01% | -17.6% |
| Q1 2016 | $457,000 | – | 5,178 | – | 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% |