MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,265,304 | +17.2% | 13,940 | -1.9% | 0.03% | +23.8% |
| Q2 2023 | $2,786,741 | -2.2% | 14,213 | +1.3% | 0.02% | -4.5% |
| Q1 2023 | $2,848,509 | -5.9% | 14,030 | +0.4% | 0.02% | -12.0% |
| Q4 2022 | $3,026,411 | +2.0% | 13,973 | 0.0% | 0.02% | -3.8% |
| Q3 2022 | $2,966,000 | -12.5% | 13,973 | -0.3% | 0.03% | -7.1% |
| Q2 2022 | $3,391,000 | -10.0% | 14,021 | +1.6% | 0.03% | +7.7% |
| Q1 2022 | $3,768,000 | -19.5% | 13,796 | +0.8% | 0.03% | -16.1% |
| Q4 2021 | $4,682,000 | -2.3% | 13,690 | -26.0% | 0.03% | -8.8% |
| Q3 2021 | $4,794,000 | -5.2% | 18,510 | -5.9% | 0.03% | -5.6% |
| Q2 2021 | $5,056,000 | +13.1% | 19,665 | -0.9% | 0.04% | +5.9% |
| Q1 2021 | $4,469,000 | -15.2% | 19,853 | -12.8% | 0.03% | -20.9% |
| Q4 2020 | $5,270,000 | +24.8% | 22,756 | -13.4% | 0.04% | +13.2% |
| Q3 2020 | $4,222,000 | +18.7% | 26,282 | +4.1% | 0.04% | +8.6% |
| Q2 2020 | $3,558,000 | +39.8% | 25,239 | +15.3% | 0.04% | +12.9% |
| Q1 2020 | $2,545,000 | -15.6% | 21,884 | +9.8% | 0.03% | +6.9% |
| Q4 2019 | $3,017,000 | +5.0% | 19,935 | +1.4% | 0.03% | 0.0% |
| Q3 2019 | $2,872,000 | +569.5% | 19,651 | +562.8% | 0.03% | +480.0% |
| Q2 2019 | $429,000 | +60.7% | 2,965 | +39.9% | 0.01% | +66.7% |
| Q1 2019 | $267,000 | +19.2% | 2,119 | +3.9% | 0.00% | 0.0% |
| Q4 2018 | $224,000 | -17.0% | 2,039 | -4.9% | 0.00% | 0.0% |
| Q3 2018 | $270,000 | +8.9% | 2,144 | +10.9% | 0.00% | 0.0% |
| Q2 2018 | $248,000 | -61.5% | 1,934 | -71.3% | 0.00% | -25.0% |
| Q1 2018 | $644,000 | +96.9% | 6,732 | +100.0% | 0.00% | 0.0% |
| Q4 2017 | $327,000 | +5.8% | 3,366 | -7.4% | 0.00% | 0.0% |
| Q3 2017 | $309,000 | +8.4% | 3,634 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $285,000 | 0.0% | 3,634 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $285,000 | +6.7% | 3,634 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $267,000 | +0.8% | 3,634 | +9.0% | 0.00% | 0.0% |
| Q3 2016 | $265,000 | -5.7% | 3,334 | -2.9% | 0.00% | 0.0% |
| Q2 2016 | $281,000 | -7.3% | 3,434 | 0.0% | 0.00% | -20.0% |
| Q1 2016 | $303,000 | +7.8% | 3,434 | -1.6% | 0.01% | 0.0% |
| Q4 2015 | $281,000 | +0.4% | 3,489 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $280,000 | -13.8% | 3,489 | -14.7% | 0.01% | 0.0% |
| Q2 2015 | $325,000 | +3.5% | 4,089 | -2.6% | 0.01% | 0.0% |
| Q1 2015 | $314,000 | +15.4% | 4,200 | 0.0% | 0.01% | +25.0% |
| Q4 2014 | $272,000 | -2.2% | 4,200 | +2.4% | 0.00% | -20.0% |
| Q3 2014 | $278,000 | +7.8% | 4,100 | +13.9% | 0.01% | +25.0% |
| Q2 2014 | $258,000 | -9.2% | 3,600 | 0.0% | 0.00% | -20.0% |
| Q1 2014 | $284,000 | +1.1% | 3,600 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $281,000 | +10.6% | 3,600 | +12.5% | 0.01% | 0.0% |
| Q3 2013 | $254,000 | – | 3,200 | – | 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% |