MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 223 filers reported holding MORNINGSTAR INC in Q4 2018. The put-call ratio across all filers is 5.65 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $218,606,000 | -12.0% | 1,029,605 | +0.3% | 0.97% | -9.0% |
| Q2 2022 | $248,368,000 | -11.2% | 1,027,035 | +0.4% | 1.07% | +3.2% |
| Q1 2022 | $279,558,000 | -19.5% | 1,023,386 | +0.8% | 1.04% | -11.9% |
| Q4 2021 | $347,295,000 | +21.8% | 1,015,513 | -7.7% | 1.18% | +15.4% |
| Q3 2021 | $285,120,000 | +0.1% | 1,100,720 | -0.6% | 1.02% | +3.7% |
| Q2 2021 | $284,819,000 | +13.2% | 1,107,771 | -0.9% | 0.98% | +10.6% |
| Q1 2021 | $251,606,000 | -18.2% | 1,118,052 | -15.8% | 0.89% | -19.3% |
| Q4 2020 | $307,455,000 | +27.3% | 1,327,700 | -11.7% | 1.10% | +10.9% |
| Q3 2020 | $241,502,000 | +16.9% | 1,503,656 | +2.6% | 0.99% | +13.7% |
| Q2 2020 | $206,535,000 | +11.9% | 1,465,098 | -7.7% | 0.87% | -9.2% |
| Q1 2020 | $184,549,000 | -22.1% | 1,587,517 | +1.3% | 0.96% | -1.8% |
| Q4 2019 | $237,051,000 | +1.4% | 1,566,660 | -2.0% | 0.98% | -3.3% |
| Q3 2019 | $233,707,000 | -4.9% | 1,599,196 | -5.9% | 1.01% | -8.1% |
| Q2 2019 | $245,756,000 | +3.1% | 1,699,085 | -10.2% | 1.10% | -3.3% |
| Q1 2019 | $238,276,000 | +13.7% | 1,891,233 | -0.9% | 1.14% | -1.7% |
| Q4 2018 | $209,610,000 | -26.4% | 1,908,321 | -15.6% | 1.16% | -12.3% |
| Q3 2018 | $284,770,000 | -21.7% | 2,261,872 | -20.2% | 1.32% | -27.6% |
| Q2 2018 | $363,698,000 | +23.2% | 2,835,850 | -8.3% | 1.83% | +19.8% |
| Q1 2018 | $295,300,000 | -2.7% | 3,091,502 | -1.2% | 1.53% | -4.1% |
| Q4 2017 | $303,380,000 | +12.4% | 3,128,600 | -1.5% | 1.59% | +4.3% |
| Q3 2017 | $269,975,000 | +7.5% | 3,176,556 | -0.9% | 1.53% | +3.9% |
| Q2 2017 | $251,109,000 | -1.6% | 3,205,370 | -1.3% | 1.47% | -6.2% |
| Q1 2017 | $255,179,000 | +3.7% | 3,246,559 | -2.9% | 1.57% | +0.1% |
| Q4 2016 | $245,997,000 | -7.2% | 3,344,171 | +0.0% | 1.57% | -10.8% |
| Q3 2016 | $265,025,000 | -3.9% | 3,343,318 | -0.9% | 1.76% | -4.6% |
| Q2 2016 | $275,844,000 | -5.8% | 3,373,003 | +1.7% | 1.84% | -11.7% |
| Q1 2016 | $292,809,000 | +8.5% | 3,317,198 | -1.1% | 2.08% | +5.5% |
| Q4 2015 | $269,834,000 | -22.7% | 3,355,728 | -22.9% | 1.98% | -24.6% |
| Q3 2015 | $349,135,000 | +1.0% | 4,350,051 | +0.1% | 2.62% | +11.6% |
| Q2 2015 | $345,823,000 | +5.2% | 4,347,243 | -0.9% | 2.35% | +5.3% |
| Q1 2015 | $328,632,000 | +13.0% | 4,387,021 | -2.3% | 2.23% | +11.7% |
| Q4 2014 | $290,698,000 | -5.9% | 4,492,327 | -1.2% | 2.00% | -10.0% |
| Q3 2014 | $308,761,000 | -4.7% | 4,547,286 | +0.8% | 2.22% | +0.3% |
| Q2 2014 | $323,844,000 | -3.5% | 4,509,733 | +6.2% | 2.21% | -4.2% |
| Q1 2014 | $335,568,000 | +1.0% | 4,246,617 | -0.1% | 2.31% | +6.1% |
| Q4 2013 | $332,110,000 | +4.0% | 4,252,907 | +5.6% | 2.18% | -3.8% |
| Q3 2013 | $319,264,000 | +4.7% | 4,028,063 | +2.5% | 2.26% | -2.1% |
| Q2 2013 | $304,822,000 | – | 3,929,131 | – | 2.31% | – |
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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% |