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 | $2,342,400 | -22.6% | 10,000 | -35.3% | 0.00% | -33.3% |
| Q2 2023 | $3,028,301 | +251.5% | 15,445 | +263.9% | 0.00% | +200.0% |
| Q1 2023 | $861,659 | -8.5% | 4,244 | -2.4% | 0.00% | 0.0% |
| Q4 2022 | $941,517 | -59.4% | 4,347 | -60.2% | 0.00% | -66.7% |
| Q3 2022 | $2,317,000 | +35.1% | 10,911 | +53.8% | 0.00% | +50.0% |
| Q2 2022 | $1,715,000 | -87.4% | 7,093 | -85.8% | 0.00% | -84.6% |
| Q1 2022 | $13,633,000 | -28.1% | 49,903 | -9.9% | 0.01% | -18.8% |
| Q4 2021 | $18,949,000 | +308.4% | 55,408 | +209.3% | 0.02% | +300.0% |
| Q3 2021 | $4,640,000 | +227.2% | 17,916 | +224.9% | 0.00% | +300.0% |
| Q2 2021 | $1,418,000 | -67.1% | 5,515 | -71.2% | 0.00% | -75.0% |
| Q1 2021 | $4,306,000 | +3.1% | 19,137 | +6.1% | 0.00% | 0.0% |
| Q4 2020 | $4,177,000 | +100.1% | 18,040 | +38.8% | 0.00% | +100.0% |
| Q3 2020 | $2,087,000 | +1.2% | 12,997 | -11.2% | 0.00% | 0.0% |
| Q2 2020 | $2,063,000 | +15.4% | 14,633 | -4.8% | 0.00% | -33.3% |
| Q1 2020 | $1,787,000 | +3.4% | 15,373 | +34.6% | 0.00% | +50.0% |
| Q4 2019 | $1,728,000 | +37.6% | 11,418 | +32.8% | 0.00% | 0.0% |
| Q3 2019 | $1,256,000 | +52.6% | 8,597 | +51.1% | 0.00% | +100.0% |
| Q2 2019 | $823,000 | +13.7% | 5,691 | -1.0% | 0.00% | 0.0% |
| Q1 2019 | $724,000 | -70.2% | 5,746 | -74.0% | 0.00% | -75.0% |
| Q4 2018 | $2,426,000 | -50.1% | 22,086 | -42.8% | 0.00% | -20.0% |
| Q3 2018 | $4,863,000 | +67.2% | 38,624 | +70.3% | 0.01% | +25.0% |
| Q2 2018 | $2,908,000 | +418.4% | 22,676 | +285.9% | 0.00% | +300.0% |
| Q1 2018 | $561,000 | -9.2% | 5,876 | -7.8% | 0.00% | 0.0% |
| Q4 2017 | $618,000 | 0.0% | 6,376 | -12.4% | 0.00% | 0.0% |
| Q3 2017 | $618,000 | -11.7% | 7,276 | -18.6% | 0.00% | 0.0% |
| Q2 2017 | $700,000 | -68.5% | 8,934 | -68.4% | 0.00% | -75.0% |
| Q1 2017 | $2,224,000 | -34.5% | 28,298 | -38.7% | 0.00% | -33.3% |
| Q4 2016 | $3,395,000 | -6.4% | 46,151 | +0.9% | 0.01% | 0.0% |
| Q3 2016 | $3,626,000 | +32.0% | 45,737 | +36.2% | 0.01% | +20.0% |
| Q2 2016 | $2,747,000 | +55.1% | 33,585 | +67.4% | 0.01% | +66.7% |
| Q1 2016 | $1,771,000 | +0.3% | 20,062 | -8.6% | 0.00% | 0.0% |
| Q4 2015 | $1,766,000 | +330.7% | 21,960 | +330.3% | 0.00% | +200.0% |
| Q3 2015 | $410,000 | -27.8% | 5,104 | -28.6% | 0.00% | 0.0% |
| Q2 2015 | $568,000 | -49.6% | 7,146 | -52.4% | 0.00% | -50.0% |
| Q1 2015 | $1,126,000 | -13.5% | 15,028 | -25.3% | 0.00% | 0.0% |
| Q4 2014 | $1,301,000 | -53.8% | 20,108 | -51.5% | 0.00% | -50.0% |
| Q3 2014 | $2,816,000 | -14.6% | 41,474 | -9.6% | 0.00% | 0.0% |
| Q2 2014 | $3,296,000 | -17.8% | 45,898 | -9.5% | 0.00% | -33.3% |
| Q1 2014 | $4,009,000 | +14.1% | 50,735 | +12.8% | 0.01% | +20.0% |
| Q4 2013 | $3,513,000 | +71.2% | 44,985 | +73.7% | 0.01% | +66.7% |
| Q3 2013 | $2,052,000 | – | 25,893 | – | 0.00% | – |
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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% |