MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,377,926 | +20.3% | 18,690 | +0.7% | 0.00% | +33.3% |
| Q2 2023 | $3,639,438 | -1.6% | 18,562 | +1.9% | 0.00% | 0.0% |
| Q1 2023 | $3,698,386 | -0.9% | 18,216 | +5.7% | 0.00% | 0.0% |
| Q4 2022 | $3,731,413 | +1.3% | 17,228 | -0.7% | 0.00% | -25.0% |
| Q3 2022 | $3,683,000 | +10.8% | 17,348 | +26.2% | 0.00% | +33.3% |
| Q2 2022 | $3,325,000 | +494.8% | 13,749 | +571.3% | 0.00% | – |
| Q1 2022 | $559,000 | -29.3% | 2,048 | -11.4% | 0.00% | -100.0% |
| Q4 2021 | $791,000 | +46.5% | 2,312 | +10.9% | 0.00% | – |
| Q3 2021 | $540,000 | +13.7% | 2,085 | +12.8% | 0.00% | – |
| Q2 2021 | $475,000 | +47.1% | 1,848 | +28.8% | 0.00% | – |
| Q1 2021 | $323,000 | +17.5% | 1,435 | +20.7% | 0.00% | – |
| Q4 2020 | $275,000 | -46.6% | 1,189 | -67.4% | 0.00% | -100.0% |
| Q2 2020 | $515,000 | -9.5% | 3,652 | -25.4% | 0.00% | 0.0% |
| Q1 2020 | $569,000 | -25.9% | 4,895 | -3.5% | 0.00% | 0.0% |
| Q4 2019 | $768,000 | +3.8% | 5,074 | +0.1% | 0.00% | 0.0% |
| Q3 2019 | $740,000 | -1.7% | 5,067 | -2.7% | 0.00% | 0.0% |
| Q2 2019 | $753,000 | +17.7% | 5,206 | +2.5% | 0.00% | 0.0% |
| Q1 2019 | $640,000 | +19.6% | 5,081 | +4.3% | 0.00% | 0.0% |
| Q4 2018 | $535,000 | -13.0% | 4,871 | -0.3% | 0.00% | 0.0% |
| Q3 2018 | $615,000 | +53.0% | 4,886 | +55.7% | 0.00% | 0.0% |
| Q2 2018 | $402,000 | +24.5% | 3,138 | -7.2% | 0.00% | 0.0% |
| Q1 2018 | $323,000 | 0.0% | 3,381 | +1.3% | 0.00% | 0.0% |
| Q4 2017 | $323,000 | +12.2% | 3,336 | -1.5% | 0.00% | 0.0% |
| Q3 2017 | $288,000 | +11.6% | 3,386 | +2.7% | 0.00% | 0.0% |
| Q2 2017 | $258,000 | -0.8% | 3,298 | -0.2% | 0.00% | 0.0% |
| Q1 2017 | $260,000 | +1.2% | 3,305 | -5.5% | 0.00% | 0.0% |
| Q4 2016 | $257,000 | +1.2% | 3,498 | +9.4% | 0.00% | 0.0% |
| Q3 2016 | $254,000 | -8.6% | 3,198 | -5.9% | 0.00% | 0.0% |
| Q2 2016 | $278,000 | -88.7% | 3,398 | -87.8% | 0.00% | -87.5% |
| Q1 2016 | $2,468,000 | – | 27,961 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praesidium Investment Management Company, LLC | 298,676 | $64,690,235 | 6.58% |
| Select Equity Group, L.P. | 3,945,781 | $854,616,707 | 3.21% |
| CEERA INVESTMENTS, LLC | 12,566 | $2,721,670 | 1.72% |
| Alamar Capital Management, LLC | 7,329 | $1,587,396 | 1.63% |
| AMERICAN CAPITAL MANAGEMENT INC | 184,448 | $39,949,592 | 1.56% |
| Kensington Investment Counsel, LLC | 8,913 | $1,930,467 | 1.52% |
| Yorktown Management & Research Co Inc | 4,700 | $1,017,973 | 1.24% |
| Martin Capital Advisors, LLP | 4,439 | $961,443 | 1.08% |
| Covey Capital Advisors, LLC | 3,026 | $655,401 | 1.07% |
| 2Xideas AG | 46,401 | $10,049,993 | 1.06% |