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 | $310,744,658 | +29.0% | 1,326,608 | +8.0% | 0.90% | +35.4% |
| Q2 2023 | $240,855,721 | +5.1% | 1,228,417 | +8.9% | 0.67% | -3.1% |
| Q1 2023 | $229,123,213 | -6.7% | 1,128,519 | -0.4% | 0.69% | -16.5% |
| Q4 2022 | $245,508,880 | +0.5% | 1,133,519 | -1.5% | 0.82% | +4.4% |
| Q3 2022 | $244,256,000 | -12.6% | 1,150,415 | -0.4% | 0.79% | -12.0% |
| Q2 2022 | $279,414,000 | -12.2% | 1,155,415 | -0.9% | 0.90% | +14.9% |
| Q1 2022 | $318,356,000 | -23.0% | 1,165,415 | -3.6% | 0.78% | -10.9% |
| Q4 2021 | $413,439,000 | +32.0% | 1,208,920 | -0.0% | 0.88% | +23.5% |
| Q3 2021 | $313,276,000 | +0.3% | 1,209,419 | -0.5% | 0.71% | -0.7% |
| Q2 2021 | $312,442,000 | +6.8% | 1,215,209 | -6.5% | 0.72% | -0.8% |
| Q1 2021 | $292,466,000 | -5.6% | 1,299,618 | -2.9% | 0.72% | -5.9% |
| Q4 2020 | $309,802,000 | +43.7% | 1,337,835 | -0.3% | 0.77% | +15.7% |
| Q3 2020 | $215,520,000 | +13.3% | 1,341,882 | -0.5% | 0.66% | -3.8% |
| Q2 2020 | $190,191,000 | +19.9% | 1,349,157 | -1.1% | 0.69% | -11.5% |
| Q1 2020 | $158,598,000 | -24.9% | 1,364,284 | -2.2% | 0.78% | -3.6% |
| Q4 2019 | $211,086,000 | -0.8% | 1,395,058 | -4.2% | 0.81% | -7.9% |
| Q3 2019 | $212,737,000 | +0.9% | 1,455,705 | -0.1% | 0.88% | +3.6% |
| Q2 2019 | $210,781,000 | +14.8% | 1,457,280 | 0.0% | 0.84% | +8.6% |
| Q1 2019 | $183,603,000 | +14.7% | 1,457,280 | -0.0% | 0.78% | -4.0% |
| Q4 2018 | $160,072,000 | -12.8% | 1,457,321 | -0.0% | 0.81% | +6.6% |
| Q3 2018 | $183,513,000 | -2.0% | 1,457,606 | -0.2% | 0.76% | -7.2% |
| Q2 2018 | $187,297,000 | +32.9% | 1,460,404 | -1.0% | 0.82% | +26.2% |
| Q1 2018 | $140,942,000 | -3.4% | 1,475,522 | -1.9% | 0.65% | -3.4% |
| Q4 2017 | $145,879,000 | +14.1% | 1,504,371 | 0.0% | 0.67% | +10.7% |
| Q3 2017 | $127,856,000 | +8.5% | 1,504,371 | 0.0% | 0.61% | +0.8% |
| Q2 2017 | $117,852,000 | -2.3% | 1,504,371 | -1.9% | 0.60% | -5.8% |
| Q1 2017 | $120,591,000 | +5.3% | 1,534,231 | -1.5% | 0.64% | -0.9% |
| Q4 2016 | $114,524,000 | -7.5% | 1,556,884 | -0.3% | 0.64% | -1.7% |
| Q3 2016 | $123,763,000 | -3.1% | 1,561,284 | 0.0% | 0.66% | -3.4% |
| Q2 2016 | $127,682,000 | -6.7% | 1,561,284 | +0.7% | 0.68% | -6.3% |
| Q1 2016 | $136,924,000 | +4.0% | 1,551,194 | -5.2% | 0.72% | +18.9% |
| Q4 2015 | $131,629,000 | +7.2% | 1,636,974 | +7.0% | 0.61% | +10.1% |
| Q3 2015 | $122,762,000 | +0.5% | 1,529,558 | -0.3% | 0.55% | +15.4% |
| Q2 2015 | $122,100,000 | +0.1% | 1,534,883 | -5.7% | 0.48% | +1.7% |
| Q1 2015 | $121,967,000 | +15.6% | 1,628,176 | -0.1% | 0.47% | +11.6% |
| Q4 2014 | $105,509,000 | -4.8% | 1,630,497 | -0.2% | 0.42% | -7.8% |
| Q3 2014 | $110,880,000 | -6.5% | 1,632,989 | -1.1% | 0.46% | -2.5% |
| Q2 2014 | $118,586,000 | -9.5% | 1,651,381 | -0.4% | 0.47% | -11.8% |
| Q1 2014 | $131,009,000 | -0.2% | 1,657,919 | -1.3% | 0.53% | -1.8% |
| Q4 2013 | $131,207,000 | -2.2% | 1,680,196 | -0.8% | 0.54% | -11.5% |
| Q3 2013 | $134,201,000 | -47.8% | 1,693,170 | -48.9% | 0.62% | -8.1% |
| Q2 2013 | $256,860,000 | – | 3,310,904 | – | 0.67% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 73,374 | $17,744,000 | 22.50% |
| Praesidium Investment Management Company, LLC | 297,952 | $72,054,000 | 6.29% |
| Select Equity Group, L.P. | 4,097,822 | $990,976,000 | 3.17% |
| Regal Partners Ltd | 55,640 | $13,455,000 | 2.29% |
| Alamar Capital Management, LLC | 8,229 | $1,990,000 | 2.25% |
| Kensington Investment Counsel, LLC | 8,862 | $2,143,000 | 1.83% |
| CEERA INVESTMENTS, LLC | 13,009 | $3,146,000 | 1.80% |
| Covey Capital Advisors, LLC | 4,823 | $1,166,000 | 1.72% |
| AMERICAN CAPITAL MANAGEMENT INC | 183,683 | $44,420,000 | 1.66% |
| Yorktown Management & Research Co Inc | 4,700 | $1,137,000 | 1.47% |