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 | $6,628,524 | +8.7% | 28,298 | -9.0% | 0.01% | +11.1% |
| Q2 2023 | $6,096,012 | -5.2% | 31,091 | -1.9% | 0.01% | -10.0% |
| Q1 2023 | $6,432,193 | -7.7% | 31,681 | -1.5% | 0.01% | -9.1% |
| Q4 2022 | $6,966,401 | +2.7% | 32,164 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $6,782,000 | -14.3% | 31,941 | -2.3% | 0.01% | -15.4% |
| Q2 2022 | $7,910,000 | -4.2% | 32,707 | +8.2% | 0.01% | +18.2% |
| Q1 2022 | $8,261,000 | -26.5% | 30,241 | -8.0% | 0.01% | -15.4% |
| Q4 2021 | $11,237,000 | +9.2% | 32,859 | -17.2% | 0.01% | 0.0% |
| Q3 2021 | $10,286,000 | -1.5% | 39,708 | -2.3% | 0.01% | 0.0% |
| Q2 2021 | $10,445,000 | +19.9% | 40,623 | +5.0% | 0.01% | +8.3% |
| Q1 2021 | $8,709,000 | -2.9% | 38,700 | -0.1% | 0.01% | -7.7% |
| Q4 2020 | $8,972,000 | +47.2% | 38,744 | +2.1% | 0.01% | +30.0% |
| Q3 2020 | $6,094,000 | +16.5% | 37,941 | +2.3% | 0.01% | +11.1% |
| Q2 2020 | $5,229,000 | +35.0% | 37,094 | +11.3% | 0.01% | +12.5% |
| Q1 2020 | $3,873,000 | -25.1% | 33,318 | -2.6% | 0.01% | -11.1% |
| Q4 2019 | $5,174,000 | +12.0% | 34,194 | +8.2% | 0.01% | 0.0% |
| Q3 2019 | $4,619,000 | +2.3% | 31,605 | +1.2% | 0.01% | 0.0% |
| Q2 2019 | $4,517,000 | +24.8% | 31,230 | +8.7% | 0.01% | +28.6% |
| Q1 2019 | $3,619,000 | +15.2% | 28,727 | +0.5% | 0.01% | 0.0% |
| Q4 2018 | $3,141,000 | -10.5% | 28,597 | +2.6% | 0.01% | 0.0% |
| Q3 2018 | $3,509,000 | -2.1% | 27,871 | -0.3% | 0.01% | 0.0% |
| Q2 2018 | $3,586,000 | +28.9% | 27,962 | -4.0% | 0.01% | +16.7% |
| Q1 2018 | $2,783,000 | -4.8% | 29,140 | -3.4% | 0.01% | 0.0% |
| Q4 2017 | $2,924,000 | +12.2% | 30,155 | -1.6% | 0.01% | 0.0% |
| Q3 2017 | $2,606,000 | -2.6% | 30,660 | -10.3% | 0.01% | 0.0% |
| Q2 2017 | $2,676,000 | -4.1% | 34,166 | -3.7% | 0.01% | 0.0% |
| Q1 2017 | $2,790,000 | +2.0% | 35,494 | -4.6% | 0.01% | 0.0% |
| Q4 2016 | $2,736,000 | -9.6% | 37,194 | -2.6% | 0.01% | 0.0% |
| Q3 2016 | $3,028,000 | -2.0% | 38,194 | +1.1% | 0.01% | -14.3% |
| Q2 2016 | $3,091,000 | -13.5% | 37,794 | -6.7% | 0.01% | -12.5% |
| Q1 2016 | $3,574,000 | +25.7% | 40,495 | +14.5% | 0.01% | +14.3% |
| Q4 2015 | $2,844,000 | +2.0% | 35,365 | +1.8% | 0.01% | 0.0% |
| Q3 2015 | $2,788,000 | +0.6% | 34,740 | -0.3% | 0.01% | 0.0% |
| Q2 2015 | $2,772,000 | +4.4% | 34,840 | -1.7% | 0.01% | +16.7% |
| Q1 2015 | $2,654,000 | +13.8% | 35,435 | -1.7% | 0.01% | +20.0% |
| Q4 2014 | $2,332,000 | -3.8% | 36,035 | +1.0% | 0.01% | -16.7% |
| Q3 2014 | $2,423,000 | -7.2% | 35,683 | -1.9% | 0.01% | -14.3% |
| Q2 2014 | $2,612,000 | -12.1% | 36,380 | -3.2% | 0.01% | -12.5% |
| Q1 2014 | $2,970,000 | +1.5% | 37,580 | +0.3% | 0.01% | 0.0% |
| Q4 2013 | $2,927,000 | -0.7% | 37,480 | +0.8% | 0.01% | -11.1% |
| Q3 2013 | $2,947,000 | +5.4% | 37,180 | +3.2% | 0.01% | 0.0% |
| Q2 2013 | $2,795,000 | +2.1% | 36,033 | -8.0% | 0.01% | 0.0% |
| Q1 2013 | $2,738,000 | – | 39,166 | – | 0.01% | – |
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% |