MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 3 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $62,027 | +8.0% | 264,800 | -9.6% | 0.11% | +27.7% |
Q2 2023 | $57,409 | -9.3% | 292,800 | -6.0% | 0.08% | -1.2% |
Q1 2023 | $63,264 | -14.4% | 311,600 | -8.7% | 0.08% | -16.8% |
Q4 2022 | $73,937 | -99.9% | 341,370 | -7.5% | 0.10% | -9.0% |
Q3 2022 | $78,361,000 | -17.8% | 369,070 | -6.4% | 0.11% | -1.8% |
Q2 2022 | $95,370,000 | -16.0% | 394,370 | -5.1% | 0.11% | -15.0% |
Q1 2022 | $113,521,000 | -19.2% | 415,570 | +1.1% | 0.13% | -24.0% |
Q4 2021 | $140,524,000 | +20.5% | 410,900 | -8.7% | 0.18% | +15.9% |
Q3 2021 | $116,608,000 | -4.6% | 450,170 | -5.3% | 0.15% | -1.3% |
Q2 2021 | $122,274,000 | +7.4% | 475,570 | -6.0% | 0.15% | +7.7% |
Q1 2021 | $113,863,000 | -18.3% | 505,970 | -15.9% | 0.14% | -6.0% |
Q4 2020 | $139,329,000 | +19.8% | 601,670 | -16.9% | 0.15% | +30.2% |
Q3 2020 | $116,341,000 | +8.7% | 724,370 | -4.6% | 0.12% | +26.1% |
Q2 2020 | $107,062,000 | +28.3% | 759,470 | +5.8% | 0.09% | +13.6% |
Q1 2020 | $83,418,000 | -19.3% | 717,570 | +5.0% | 0.08% | +2.5% |
Q4 2019 | $103,423,000 | +6.3% | 683,516 | +2.7% | 0.08% | -3.7% |
Q3 2019 | $97,310,000 | +4.5% | 665,870 | +3.4% | 0.08% | 0.0% |
Q2 2019 | $93,115,000 | +6.1% | 643,770 | -7.5% | 0.08% | +2.5% |
Q1 2019 | $87,723,000 | +15.5% | 696,270 | +0.7% | 0.08% | -3.6% |
Q4 2018 | $75,962,000 | -6.3% | 691,570 | +7.4% | 0.08% | 0.0% |
Q3 2018 | $81,051,000 | -37.3% | 643,770 | -43.9% | 0.08% | +16.9% |
Q2 2018 | $129,209,000 | +147.8% | 1,146,800 | +110.1% | 0.07% | +24.6% |
Q1 2018 | $52,144,000 | -3.6% | 545,900 | -2.2% | 0.06% | -5.0% |
Q4 2017 | $54,100,000 | +11.9% | 557,900 | -1.9% | 0.06% | +5.3% |
Q3 2017 | $48,342,000 | +4.4% | 568,800 | -3.8% | 0.06% | -3.4% |
Q2 2017 | $46,307,000 | +0.5% | 591,100 | +0.8% | 0.06% | -7.8% |
Q1 2017 | $46,075,000 | +0.0% | 586,200 | -6.4% | 0.06% | -12.3% |
Q4 2016 | $46,056,000 | -6.0% | 626,100 | +1.3% | 0.07% | -16.1% |
Q3 2016 | $48,997,000 | -2.7% | 618,100 | +0.4% | 0.09% | -9.4% |
Q2 2016 | $50,360,000 | -2.7% | 615,800 | +5.0% | 0.10% | -2.0% |
Q1 2016 | $51,753,000 | +23.4% | 586,300 | +12.4% | 0.10% | +7.7% |
Q4 2015 | $41,950,000 | +23.8% | 521,700 | +23.6% | 0.09% | +12.3% |
Q3 2015 | $33,886,000 | +6.9% | 422,200 | +5.9% | 0.08% | +12.5% |
Q2 2015 | $31,701,000 | +8.9% | 398,500 | +2.5% | 0.07% | +16.1% |
Q1 2015 | $29,110,000 | +8.1% | 388,600 | -6.6% | 0.06% | -4.6% |
Q4 2014 | $26,937,000 | -8.4% | 416,273 | -3.9% | 0.06% | -19.8% |
Q3 2014 | $29,401,000 | +0.8% | 433,000 | +6.6% | 0.08% | +19.1% |
Q2 2014 | $29,158,000 | +6.7% | 406,038 | +17.4% | 0.07% | +3.0% |
Q1 2014 | $27,325,000 | +1.9% | 345,800 | +0.7% | 0.07% | +3.1% |
Q4 2013 | $26,819,000 | +113.3% | 343,437 | +116.5% | 0.06% | +113.3% |
Q3 2013 | $12,571,000 | +18.3% | 158,600 | +15.8% | 0.03% | +7.1% |
Q2 2013 | $10,628,000 | – | 137,000 | – | 0.03% | – |
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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% |