MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 135 filers reported holding MORNINGSTAR INC in Q3 2014. The put-call ratio across all filers is 1.12 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,068 | +11.3% | 20,495 | +15.8% | 0.01% | 0.0% |
| Q1 2024 | $5,452 | +21.5% | 17,696 | +12.7% | 0.01% | +10.0% |
| Q4 2023 | $4,489 | +18.9% | 15,699 | -2.7% | 0.01% | +11.1% |
| 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 ↓ |
|---|---|---|---|
| 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% |