MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,519,198 | +178.4% | 79,061 | +133.0% | 0.02% | +200.0% |
| Q2 2023 | $6,652,851 | +93933.2% | 33,931 | -2.6% | 0.01% | -22.2% |
| Q1 2023 | $7,075 | -0.9% | 34,849 | +5.8% | 0.01% | -10.0% |
| Q4 2022 | $7,136 | -99.9% | 32,946 | +4.5% | 0.01% | 0.0% |
| Q3 2022 | $6,697,000 | -14.5% | 31,541 | -2.7% | 0.01% | -9.1% |
| Q2 2022 | $7,836,000 | +5.1% | 32,402 | +18.7% | 0.01% | +10.0% |
| Q1 2022 | $7,454,000 | -22.3% | 27,287 | -2.7% | 0.01% | -16.7% |
| Q4 2021 | $9,591,000 | +32.5% | 28,044 | +0.4% | 0.01% | +20.0% |
| Q3 2021 | $7,238,000 | -10.6% | 27,943 | -11.2% | 0.01% | -9.1% |
| Q2 2021 | $8,093,000 | +27.0% | 31,477 | +11.1% | 0.01% | +22.2% |
| Q1 2021 | $6,374,000 | -9.9% | 28,323 | -7.2% | 0.01% | -10.0% |
| Q4 2020 | $7,071,000 | +40.4% | 30,535 | -2.6% | 0.01% | +25.0% |
| Q3 2020 | $5,035,000 | +9.9% | 31,351 | -3.5% | 0.01% | 0.0% |
| Q2 2020 | $4,581,000 | +41.3% | 32,494 | +16.5% | 0.01% | +14.3% |
| Q1 2020 | $3,243,000 | +12.7% | 27,898 | +46.7% | 0.01% | +40.0% |
| Q4 2019 | $2,878,000 | +6.1% | 19,021 | +2.5% | 0.01% | 0.0% |
| Q3 2019 | $2,712,000 | -0.6% | 18,557 | -1.6% | 0.01% | 0.0% |
| Q2 2019 | $2,727,000 | -35.5% | 18,854 | -43.8% | 0.01% | -37.5% |
| Q1 2019 | $4,226,000 | +14.0% | 33,542 | -0.6% | 0.01% | 0.0% |
| Q4 2018 | $3,707,000 | -15.0% | 33,753 | -2.6% | 0.01% | 0.0% |
| Q3 2018 | $4,361,000 | -36.5% | 34,637 | -35.3% | 0.01% | -42.9% |
| Q2 2018 | $6,869,000 | +76.3% | 53,563 | +31.3% | 0.01% | +75.0% |
| Q1 2018 | $3,897,000 | -4.8% | 40,794 | -3.4% | 0.01% | 0.0% |
| Q4 2017 | $4,094,000 | +12.9% | 42,220 | -1.0% | 0.01% | 0.0% |
| Q3 2017 | $3,625,000 | +7.6% | 42,654 | -0.9% | 0.01% | 0.0% |
| Q2 2017 | $3,370,000 | +34.2% | 43,022 | +34.7% | 0.01% | +33.3% |
| Q1 2017 | $2,511,000 | +43.2% | 31,941 | +34.0% | 0.01% | +50.0% |
| Q4 2016 | $1,753,000 | -0.6% | 23,830 | +7.1% | 0.00% | -20.0% |
| Q3 2016 | $1,763,000 | -3.8% | 22,241 | -0.7% | 0.01% | 0.0% |
| Q2 2016 | $1,832,000 | +1.8% | 22,406 | +9.8% | 0.01% | -16.7% |
| Q1 2016 | $1,800,000 | +7.1% | 20,397 | -2.4% | 0.01% | +20.0% |
| Q4 2015 | $1,681,000 | +0.7% | 20,907 | +0.5% | 0.01% | -16.7% |
| Q3 2015 | $1,669,000 | +5.7% | 20,797 | +4.8% | 0.01% | +20.0% |
| Q2 2015 | $1,579,000 | +21.1% | 19,844 | +14.0% | 0.01% | +25.0% |
| Q1 2015 | $1,304,000 | +17.4% | 17,411 | +1.4% | 0.00% | +33.3% |
| Q4 2014 | $1,111,000 | +1.5% | 17,171 | +6.5% | 0.00% | 0.0% |
| Q3 2014 | $1,095,000 | -6.0% | 16,121 | -0.6% | 0.00% | 0.0% |
| Q2 2014 | $1,165,000 | -13.1% | 16,221 | -4.4% | 0.00% | -25.0% |
| Q1 2014 | $1,340,000 | -5.6% | 16,959 | -6.7% | 0.00% | 0.0% |
| Q4 2013 | $1,419,000 | -9.7% | 18,171 | -8.3% | 0.00% | -20.0% |
| Q3 2013 | $1,571,000 | +0.4% | 19,822 | -1.6% | 0.01% | 0.0% |
| Q2 2013 | $1,564,000 | – | 20,154 | – | 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% |