MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 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% | – |
Download | ||||||
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% |