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 | $257,898 | -68.1% | 1,101 | -70.5% | 0.00% | -100.0% |
| Q4 2022 | $809,613 | -71.5% | 3,738 | -72.1% | 0.00% | -75.0% |
| Q3 2022 | $2,843,000 | -14.1% | 13,389 | -2.1% | 0.00% | 0.0% |
| Q2 2022 | $3,308,000 | -84.3% | 13,677 | -82.2% | 0.00% | -81.8% |
| Q1 2022 | $21,023,000 | +49.9% | 76,957 | +87.7% | 0.02% | +57.1% |
| Q4 2021 | $14,024,000 | +18.7% | 41,006 | -10.1% | 0.01% | +7.7% |
| Q3 2021 | $11,812,000 | -5.4% | 45,601 | -6.1% | 0.01% | -7.1% |
| Q2 2021 | $12,491,000 | -47.6% | 48,583 | -54.2% | 0.01% | -51.7% |
| Q1 2021 | $23,850,000 | +47.0% | 105,980 | +51.3% | 0.03% | +38.1% |
| Q4 2020 | $16,224,000 | +81.5% | 70,060 | +25.9% | 0.02% | +50.0% |
| Q3 2020 | $8,941,000 | +93.9% | 55,669 | +70.2% | 0.01% | +75.0% |
| Q2 2020 | $4,610,000 | +67.3% | 32,699 | +37.9% | 0.01% | +33.3% |
| Q1 2020 | $2,756,000 | -74.5% | 23,708 | -66.9% | 0.01% | -66.7% |
| Q4 2019 | $10,822,000 | -23.5% | 71,522 | -26.1% | 0.02% | -33.3% |
| Q3 2019 | $14,149,000 | +53.4% | 96,815 | +51.8% | 0.03% | +58.8% |
| Q2 2019 | $9,224,000 | -5.6% | 63,769 | -17.8% | 0.02% | -10.5% |
| Q1 2019 | $9,776,000 | -0.9% | 77,593 | -13.6% | 0.02% | -17.4% |
| Q4 2018 | $9,862,000 | +10.6% | 89,786 | +26.8% | 0.02% | +35.3% |
| Q3 2018 | $8,913,000 | +114.3% | 70,792 | +118.3% | 0.02% | +88.9% |
| Q2 2018 | $4,160,000 | +20.4% | 32,433 | -10.4% | 0.01% | +12.5% |
| Q1 2018 | $3,456,000 | +101.9% | 36,186 | +104.9% | 0.01% | +100.0% |
| Q4 2017 | $1,712,000 | -42.5% | 17,660 | -49.5% | 0.00% | -50.0% |
| Q3 2017 | $2,975,000 | +29.3% | 35,004 | +19.5% | 0.01% | +33.3% |
| Q1 2017 | $2,301,000 | +30.9% | 29,280 | +22.5% | 0.01% | +20.0% |
| Q4 2016 | $1,758,000 | -5.3% | 23,893 | +2.0% | 0.01% | -16.7% |
| Q3 2016 | $1,857,000 | -72.6% | 23,423 | -71.8% | 0.01% | -71.4% |
| Q2 2016 | $6,782,000 | +509.3% | 82,929 | +557.7% | 0.02% | +425.0% |
| Q1 2016 | $1,113,000 | +27.8% | 12,609 | +16.5% | 0.00% | +100.0% |
| Q4 2015 | $871,000 | -23.3% | 10,826 | -28.6% | 0.00% | -33.3% |
| Q1 2015 | $1,136,000 | +82.1% | 15,166 | +57.2% | 0.00% | +50.0% |
| Q4 2014 | $624,000 | +28.4% | 9,649 | +34.8% | 0.00% | 0.0% |
| Q3 2014 | $486,000 | +13.0% | 7,158 | +19.5% | 0.00% | 0.0% |
| Q2 2014 | $430,000 | -0.2% | 5,989 | +9.7% | 0.00% | 0.0% |
| Q1 2014 | $431,000 | -61.3% | 5,460 | -61.8% | 0.00% | -60.0% |
| Q4 2013 | $1,115,000 | -58.0% | 14,276 | -57.4% | 0.01% | -64.3% |
| Q3 2013 | $2,654,000 | +259.1% | 33,489 | +251.4% | 0.01% | +180.0% |
| Q2 2013 | $739,000 | – | 9,531 | – | 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% |