MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 149 filers reported holding MORNINGSTAR INC in Q1 2014. The put-call ratio across all filers is 0.85 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,776 | +788.5% | 16,142 | +647.0% | 0.01% | +800.0% |
| Q2 2023 | $425 | +0.2% | 2,161 | +3.7% | 0.00% | 0.0% |
| Q1 2023 | $424 | -14.5% | 2,083 | -8.9% | 0.00% | 0.0% |
| Q4 2022 | $496 | -99.9% | 2,286 | -42.1% | 0.00% | -50.0% |
| Q3 2022 | $836,000 | +79.0% | 3,946 | +104.0% | 0.00% | +100.0% |
| Q2 2022 | $467,000 | -13.5% | 1,934 | +3.4% | 0.00% | 0.0% |
| Q1 2022 | $540,000 | -11.6% | 1,871 | +4.5% | 0.00% | 0.0% |
| Q4 2021 | $611,000 | +30.6% | 1,791 | -0.4% | 0.00% | 0.0% |
| Q3 2021 | $468,000 | +0.4% | 1,798 | -0.9% | 0.00% | 0.0% |
| Q2 2021 | $466,000 | +10.4% | 1,815 | -4.3% | 0.00% | 0.0% |
| Q1 2021 | $422,000 | -4.1% | 1,897 | -0.4% | 0.00% | 0.0% |
| Q4 2020 | $440,000 | +42.9% | 1,904 | -0.9% | 0.00% | 0.0% |
| Q3 2020 | $308,000 | +23.2% | 1,922 | +8.1% | 0.00% | 0.0% |
| Q2 2020 | $250,000 | +42.0% | 1,778 | +18.3% | 0.00% | – |
| Q1 2020 | $176,000 | -19.3% | 1,503 | +3.2% | 0.00% | – |
| Q4 2019 | $218,000 | -40.6% | 1,457 | -42.6% | 0.00% | -100.0% |
| Q2 2019 | $367,000 | +5.5% | 2,538 | -8.7% | 0.00% | 0.0% |
| Q1 2019 | $348,000 | +19.2% | 2,779 | +0.4% | 0.00% | 0.0% |
| Q4 2018 | $292,000 | -16.8% | 2,767 | -0.4% | 0.00% | 0.0% |
| Q3 2018 | $351,000 | -1.4% | 2,777 | +0.1% | 0.00% | 0.0% |
| Q2 2018 | $356,000 | +34.8% | 2,774 | +0.7% | 0.00% | 0.0% |
| Q1 2018 | $264,000 | 0.0% | 2,754 | +1.1% | 0.00% | 0.0% |
| Q4 2017 | $264,000 | +14.3% | 2,725 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $231,000 | +90.9% | 2,725 | +75.4% | 0.00% | – |
| Q2 2017 | $121,000 | -0.8% | 1,554 | 0.0% | 0.00% | – |
| Q1 2017 | $122,000 | +6.1% | 1,554 | 0.0% | 0.00% | – |
| Q4 2016 | $115,000 | -72.6% | 1,554 | -70.7% | 0.00% | -100.0% |
| Q3 2016 | $420,000 | +94.4% | 5,308 | +100.0% | 0.00% | 0.0% |
| Q2 2016 | $216,000 | +44.0% | 2,654 | +55.5% | 0.00% | 0.0% |
| Q1 2016 | $150,000 | +9.5% | 1,707 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $137,000 | 0.0% | 1,707 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $137,000 | +0.7% | 1,707 | 0.0% | 0.00% | – |
| Q2 2015 | $136,000 | +7.1% | 1,707 | 0.0% | 0.00% | – |
| Q1 2015 | $127,000 | +15.5% | 1,707 | 0.0% | 0.00% | – |
| Q4 2014 | $110,000 | -5.2% | 1,707 | 0.0% | 0.00% | – |
| Q3 2014 | $116,000 | -4.9% | 1,707 | 0.0% | 0.00% | – |
| Q2 2014 | $122,000 | -9.0% | 1,707 | 0.0% | 0.00% | – |
| Q1 2014 | $134,000 | 0.0% | 1,707 | 0.0% | 0.00% | – |
| Q4 2013 | $134,000 | – | 1,707 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 127,326 | $32,737,000 | 10.55% |
| Northern Right Capital Management, L.P. | 61,108 | $15,711,000 | 4.60% |
| Praesidium Investment Management Company, LLC | 235,012 | $60,424,000 | 3.22% |
| Select Equity Group, L.P. | 3,636,995 | $935,107,785,000 | 3.20% |
| CEERA INVESTMENTS, LLC | 13,467 | $3,463,000 | 2.63% |
| Regal Partners Ltd | 78,784 | $20,256,000 | 1.60% |
| Kensington Investment Counsel, LLC | 8,971 | $2,307,000 | 1.58% |
| AMERICAN CAPITAL MANAGEMENT INC | 192,325 | $49,449,000 | 1.38% |
| Yorktown Management & Research Co Inc | 6,400 | $1,646,000 | 1.29% |
| Stanley-Laman Group, Ltd. | 33,594 | $8,637,000 | 1.23% |