MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 172 filers reported holding MORNINGSTAR INC in Q4 2016. The put-call ratio across all filers is 0.22 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $293,423,352 | +19.3% | 1,252,661 | -0.2% | 0.84% | +21.1% |
Q2 2023 | $245,989,386 | +38.3% | 1,254,599 | +43.2% | 0.69% | +32.1% |
Q1 2023 | $177,839,737 | -8.7% | 875,928 | -2.6% | 0.52% | -14.0% |
Q4 2022 | $194,840,900 | -8.6% | 899,584 | -10.4% | 0.61% | -14.0% |
Q3 2022 | $213,070,000 | -13.7% | 1,003,530 | -1.7% | 0.71% | -9.2% |
Q2 2022 | $246,873,000 | -16.2% | 1,020,854 | -5.3% | 0.78% | -0.5% |
Q1 2022 | $294,428,000 | -28.2% | 1,077,819 | -10.1% | 0.78% | -17.1% |
Q4 2021 | $410,033,000 | +27.9% | 1,198,957 | -3.1% | 0.94% | +21.3% |
Q3 2021 | $320,482,000 | -8.1% | 1,237,233 | -8.8% | 0.78% | -9.4% |
Q2 2021 | $348,894,000 | -12.9% | 1,356,976 | -23.8% | 0.86% | -20.0% |
Q1 2021 | $400,599,000 | -3.5% | 1,780,120 | -0.7% | 1.07% | -10.5% |
Q4 2020 | $415,004,000 | +42.6% | 1,792,120 | -1.1% | 1.20% | +14.0% |
Q3 2020 | $291,021,000 | +14.2% | 1,811,967 | +0.2% | 1.05% | -0.9% |
Q2 2020 | $254,804,000 | +23.0% | 1,807,497 | +1.4% | 1.06% | -10.1% |
Q1 2020 | $207,155,000 | -22.2% | 1,781,969 | +1.2% | 1.18% | -8.0% |
Q4 2019 | $266,399,000 | +4.5% | 1,760,613 | +0.9% | 1.29% | -3.3% |
Q3 2019 | $255,040,000 | +1.4% | 1,745,173 | +0.3% | 1.33% | +0.1% |
Q2 2019 | $251,578,000 | +14.4% | 1,739,329 | -0.4% | 1.33% | +5.8% |
Q1 2019 | $219,969,000 | +14.3% | 1,745,915 | -0.4% | 1.26% | -5.4% |
Q4 2018 | $192,497,000 | -12.7% | 1,752,520 | +0.0% | 1.33% | +2.9% |
Q3 2018 | $220,605,000 | +32.5% | 1,752,226 | +35.0% | 1.29% | +20.7% |
Q2 2018 | $166,474,000 | +80.7% | 1,298,048 | +34.6% | 1.07% | +55.0% |
Q1 2018 | $92,136,000 | +7.8% | 964,574 | +9.5% | 0.69% | -0.6% |
Q4 2017 | $85,452,000 | +41.0% | 881,216 | +23.6% | 0.69% | +26.9% |
Q3 2017 | $60,592,000 | +97.3% | 712,933 | +81.8% | 0.55% | +77.9% |
Q2 2017 | $30,717,000 | +20.4% | 392,098 | +20.8% | 0.31% | +10.4% |
Q1 2017 | $25,514,000 | +31.2% | 324,607 | +22.8% | 0.28% | +19.8% |
Q4 2016 | $19,450,000 | +19.1% | 264,406 | +28.3% | 0.23% | +13.7% |
Q3 2016 | $16,332,000 | -3.4% | 206,032 | -0.4% | 0.20% | -20.0% |
Q2 2016 | $16,911,000 | +4.7% | 206,785 | +13.0% | 0.26% | -3.0% |
Q1 2016 | $16,153,000 | +10.9% | 183,002 | +1.0% | 0.26% | +9.6% |
Q4 2015 | $14,565,000 | +3.5% | 181,136 | +3.3% | 0.24% | +0.4% |
Q3 2015 | $14,075,000 | +1.1% | 175,370 | +0.2% | 0.24% | +10.6% |
Q2 2015 | $13,923,000 | +14.7% | 175,023 | +8.0% | 0.22% | +15.5% |
Q1 2015 | $12,134,000 | +18.1% | 161,984 | +2.0% | 0.19% | +9.4% |
Q4 2014 | $10,277,000 | -5.6% | 158,815 | -1.0% | 0.17% | -11.9% |
Q3 2014 | $10,890,000 | -6.9% | 160,378 | -1.6% | 0.19% | -2.5% |
Q2 2014 | $11,700,000 | +8.2% | 162,924 | +19.1% | 0.20% | +5.3% |
Q1 2014 | $10,810,000 | -0.5% | 136,800 | -1.6% | 0.19% | +3.8% |
Q4 2013 | $10,860,000 | -3.0% | 139,066 | -1.6% | 0.18% | -13.3% |
Q3 2013 | $11,200,000 | +0.5% | 141,312 | -1.6% | 0.21% | -6.7% |
Q2 2013 | $11,140,000 | – | 143,590 | – | 0.22% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Praesidium Investment Management Company, LLC | 298,676 | $64,690,235 | 6.58% |
Select Equity Group, L.P. | 3,945,781 | $854,616,707 | 3.21% |
CEERA INVESTMENTS, LLC | 12,566 | $2,721,670 | 1.72% |
Alamar Capital Management, LLC | 7,329 | $1,587,396 | 1.63% |
AMERICAN CAPITAL MANAGEMENT INC | 184,448 | $39,949,592 | 1.56% |
Kensington Investment Counsel, LLC | 8,913 | $1,930,467 | 1.52% |
Yorktown Management & Research Co Inc | 4,700 | $1,017,973 | 1.24% |
Martin Capital Advisors, LLP | 4,439 | $961,443 | 1.08% |
Covey Capital Advisors, LLC | 3,026 | $655,401 | 1.07% |
2Xideas AG | 46,401 | $10,049,993 | 1.06% |