MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,709,220 | +15.7% | 11,566 | -3.2% | 0.00% | 0.0% |
| Q2 2023 | $2,342,056 | +23.1% | 11,945 | +27.5% | 0.00% | +50.0% |
| Q1 2023 | $1,902,594 | -8.9% | 9,371 | -2.8% | 0.00% | -33.3% |
| Q4 2022 | $2,087,928 | +0.8% | 9,640 | -1.2% | 0.00% | 0.0% |
| Q3 2022 | $2,070,969 | -14.2% | 9,754 | -2.2% | 0.00% | -50.0% |
| Q2 2022 | $2,413,000 | -20.1% | 9,978 | -9.8% | 0.01% | 0.0% |
| Q1 2022 | $3,020,000 | -21.4% | 11,058 | -1.6% | 0.01% | -14.3% |
| Q4 2021 | $3,843,000 | +95.0% | 11,238 | +47.6% | 0.01% | +75.0% |
| Q3 2021 | $1,971,000 | -1.2% | 7,612 | -1.9% | 0.00% | 0.0% |
| Q2 2021 | $1,994,000 | +26.4% | 7,756 | +10.7% | 0.00% | +33.3% |
| Q1 2021 | $1,577,000 | -8.6% | 7,008 | -5.9% | 0.00% | 0.0% |
| Q4 2020 | $1,725,000 | -82.8% | 7,449 | -88.1% | 0.00% | -86.4% |
| Q3 2020 | $10,032,000 | -52.8% | 62,464 | -58.5% | 0.02% | -55.1% |
| Q2 2020 | $21,240,000 | +2231.5% | 150,675 | +1822.4% | 0.05% | +2350.0% |
| Q1 2020 | $911,000 | -24.5% | 7,838 | -1.7% | 0.00% | 0.0% |
| Q4 2019 | $1,207,000 | -28.5% | 7,976 | -30.9% | 0.00% | -50.0% |
| Q3 2019 | $1,688,000 | +2.7% | 11,546 | +1.6% | 0.00% | 0.0% |
| Q2 2019 | $1,644,000 | +55.5% | 11,368 | +35.5% | 0.00% | +100.0% |
| Q1 2019 | $1,057,000 | -34.7% | 8,390 | -43.1% | 0.00% | -50.0% |
| Q4 2018 | $1,619,000 | -16.5% | 14,744 | -4.2% | 0.00% | 0.0% |
| Q3 2018 | $1,938,000 | -3.1% | 15,394 | -1.4% | 0.00% | 0.0% |
| Q2 2018 | $2,001,000 | +42.5% | 15,606 | +6.2% | 0.00% | +33.3% |
| Q1 2018 | $1,404,000 | -3.2% | 14,700 | -1.7% | 0.00% | 0.0% |
| Q4 2017 | $1,450,000 | +12.0% | 14,948 | -1.9% | 0.00% | 0.0% |
| Q3 2017 | $1,295,000 | -45.1% | 15,235 | -49.4% | 0.00% | -40.0% |
| Q2 2017 | $2,359,000 | -0.8% | 30,106 | -0.4% | 0.01% | 0.0% |
| Q1 2017 | $2,377,000 | +5.7% | 30,235 | -1.1% | 0.01% | 0.0% |
| Q4 2016 | $2,249,000 | +254.2% | 30,571 | +281.5% | 0.01% | +400.0% |
| Q3 2016 | $635,000 | 0.0% | 8,013 | +3.2% | 0.00% | -50.0% |
| Q2 2016 | $635,000 | -56.9% | 7,767 | -53.5% | 0.00% | -50.0% |
| Q1 2016 | $1,474,000 | +118.0% | 16,703 | +98.8% | 0.00% | +100.0% |
| Q4 2015 | $676,000 | -2.7% | 8,404 | -3.0% | 0.00% | 0.0% |
| Q3 2015 | $695,000 | -0.4% | 8,660 | -1.4% | 0.00% | 0.0% |
| Q2 2015 | $698,000 | -1.8% | 8,780 | -7.5% | 0.00% | 0.0% |
| Q1 2015 | $711,000 | +15.8% | 9,491 | 0.0% | 0.00% | +100.0% |
| Q4 2014 | $614,000 | -7.4% | 9,491 | -2.8% | 0.00% | -50.0% |
| Q3 2014 | $663,000 | -6.1% | 9,764 | -0.8% | 0.00% | 0.0% |
| Q2 2014 | $706,000 | -18.6% | 9,838 | -10.4% | 0.00% | 0.0% |
| Q1 2014 | $867,000 | +3.0% | 10,978 | +1.8% | 0.00% | 0.0% |
| Q4 2013 | $842,000 | -2.4% | 10,784 | -0.9% | 0.00% | 0.0% |
| Q3 2013 | $863,000 | +2.3% | 10,883 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $844,000 | – | 10,883 | – | 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% |