MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,944 | +16.1% | 1,225 | -2.8% | 0.01% | +25.0% |
| Q2 2023 | $247,048 | -3.6% | 1,260 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $256,224 | -16.1% | 1,262 | -10.5% | 0.00% | -20.0% |
| Q4 2022 | $305,393 | +1.8% | 1,410 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $300,000 | -12.0% | 1,410 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $341,000 | -11.4% | 1,410 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $385,000 | -20.3% | 1,410 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $483,000 | +32.0% | 1,410 | 0.0% | 0.01% | +16.7% |
| Q3 2021 | $366,000 | -28.2% | 1,410 | -29.0% | 0.01% | -33.3% |
| Q2 2021 | $510,000 | +13.8% | 1,986 | -0.1% | 0.01% | +12.5% |
| Q1 2021 | $448,000 | -17.2% | 1,988 | -15.0% | 0.01% | -27.3% |
| Q4 2020 | $541,000 | +32.9% | 2,338 | -7.9% | 0.01% | +22.2% |
| Q3 2020 | $407,000 | +14.0% | 2,538 | 0.0% | 0.01% | +12.5% |
| Q2 2020 | $357,000 | -71.2% | 2,538 | -76.2% | 0.01% | -77.1% |
| Q1 2020 | $1,239,000 | -61.0% | 10,652 | -49.3% | 0.04% | -50.7% |
| Q4 2019 | $3,177,000 | +2.5% | 20,997 | -1.0% | 0.07% | -4.1% |
| Q3 2019 | $3,100,000 | -0.1% | 21,213 | -1.2% | 0.07% | -2.6% |
| Q2 2019 | $3,104,000 | +11.1% | 21,463 | -3.2% | 0.08% | +8.6% |
| Q1 2019 | $2,794,000 | +14.7% | 22,171 | 0.0% | 0.07% | +1.4% |
| Q4 2018 | $2,435,000 | -14.5% | 22,171 | -2.0% | 0.07% | +1.5% |
| Q3 2018 | $2,848,000 | -5.6% | 22,621 | -3.8% | 0.07% | -12.8% |
| Q2 2018 | $3,017,000 | +21.7% | 23,521 | -9.4% | 0.08% | +21.9% |
| Q1 2018 | $2,480,000 | -7.4% | 25,971 | -6.0% | 0.06% | -11.1% |
| Q4 2017 | $2,679,000 | -1.5% | 27,621 | -13.7% | 0.07% | 0.0% |
| Q3 2017 | $2,719,000 | -14.7% | 31,990 | -21.4% | 0.07% | -19.1% |
| Q2 2017 | $3,188,000 | -17.5% | 40,690 | -17.2% | 0.09% | -19.8% |
| Q1 2017 | $3,862,000 | +6.4% | 49,123 | -0.4% | 0.11% | +1.8% |
| Q4 2016 | $3,629,000 | -14.5% | 49,323 | -7.8% | 0.11% | -25.9% |
| Q3 2016 | $4,242,000 | -25.8% | 53,515 | -23.5% | 0.15% | -15.5% |
| Q2 2016 | $5,719,000 | -11.3% | 69,925 | -4.3% | 0.17% | -13.4% |
| Q1 2016 | $6,448,000 | +2.8% | 73,055 | -6.3% | 0.20% | 0.0% |
| Q4 2015 | $6,271,000 | +2.5% | 77,982 | +2.3% | 0.20% | -1.5% |
| Q3 2015 | $6,118,000 | -2.3% | 76,227 | -3.1% | 0.20% | +4.6% |
| Q2 2015 | $6,261,000 | +6.4% | 78,702 | +0.2% | 0.20% | +10.2% |
| Q1 2015 | $5,885,000 | +21.5% | 78,552 | +4.9% | 0.18% | +24.6% |
| Q4 2014 | $4,843,000 | -5.6% | 74,852 | -0.9% | 0.14% | -9.6% |
| Q3 2014 | $5,129,000 | +55.1% | 75,527 | +64.0% | 0.16% | +51.0% |
| Q2 2014 | $3,306,000 | -14.9% | 46,044 | -6.4% | 0.10% | -15.4% |
| Q1 2014 | $3,886,000 | +1.1% | 49,191 | 0.0% | 0.12% | +0.8% |
| Q4 2013 | $3,842,000 | -2.3% | 49,191 | -0.8% | 0.12% | -7.6% |
| Q3 2013 | $3,931,000 | +2.7% | 49,591 | +0.5% | 0.13% | -3.6% |
| Q2 2013 | $3,828,000 | – | 49,341 | – | 0.14% | – |
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% |