MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 175 filers reported holding MORNINGSTAR INC in Q2 2016. The put-call ratio across all filers is 0.13 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,284,002 | +110.4% | 206,133 | +76.1% | 0.04% | +118.8% |
| Q2 2023 | $22,946,779 | -29.5% | 117,034 | -27.0% | 0.02% | -30.4% |
| Q1 2023 | $32,551,612 | -16.8% | 160,328 | -11.2% | 0.02% | -20.7% |
| Q4 2022 | $39,104,241 | -10.1% | 180,545 | -11.8% | 0.03% | -17.1% |
| Q3 2022 | $43,479,000 | -16.7% | 204,769 | -5.2% | 0.04% | -10.3% |
| Q2 2022 | $52,220,000 | +52.9% | 215,933 | +72.7% | 0.04% | +77.3% |
| Q1 2022 | $34,154,000 | -7.1% | 125,028 | +16.3% | 0.02% | 0.0% |
| Q4 2021 | $36,768,000 | +12.8% | 107,512 | -14.5% | 0.02% | +4.8% |
| Q3 2021 | $32,588,000 | +17.3% | 125,805 | +16.4% | 0.02% | +16.7% |
| Q2 2021 | $27,782,000 | -25.4% | 108,054 | -34.7% | 0.02% | -30.8% |
| Q1 2021 | $37,264,000 | +12.4% | 165,586 | +15.7% | 0.03% | +4.0% |
| Q4 2020 | $33,141,000 | +33.9% | 143,113 | -7.2% | 0.02% | +19.0% |
| Q3 2020 | $24,757,000 | +37.9% | 154,146 | +21.1% | 0.02% | +31.2% |
| Q2 2020 | $17,947,000 | +139.9% | 127,315 | +97.8% | 0.02% | +100.0% |
| Q1 2020 | $7,481,000 | +72.5% | 64,355 | +124.5% | 0.01% | +100.0% |
| Q4 2019 | $4,337,000 | +1210.3% | 28,661 | +1165.4% | 0.00% | – |
| Q3 2019 | $331,000 | -8.8% | 2,265 | -9.8% | 0.00% | – |
| Q2 2019 | $363,000 | +21.4% | 2,510 | +5.9% | 0.00% | – |
| Q1 2019 | $299,000 | +28.3% | 2,370 | +11.7% | 0.00% | – |
| Q4 2018 | $233,000 | -36.7% | 2,122 | -27.4% | 0.00% | – |
| Q3 2018 | $368,000 | -2.6% | 2,921 | -0.8% | 0.00% | – |
| Q2 2018 | $378,000 | +7.1% | 2,944 | -20.4% | 0.00% | – |
| Q1 2018 | $353,000 | +16.1% | 3,697 | +18.0% | 0.00% | – |
| Q4 2017 | $304,000 | +38.8% | 3,133 | +21.3% | 0.00% | – |
| Q3 2017 | $219,000 | -16.1% | 2,582 | -22.2% | 0.00% | – |
| Q1 2017 | $261,000 | -1.5% | 3,319 | -7.7% | 0.00% | – |
| Q4 2016 | $265,000 | -26.8% | 3,597 | -21.2% | 0.00% | – |
| Q3 2016 | $362,000 | -10.0% | 4,563 | -7.1% | 0.00% | -100.0% |
| Q2 2016 | $402,000 | +8.4% | 4,910 | +16.9% | 0.00% | 0.0% |
| Q1 2016 | $371,000 | +1.6% | 4,201 | -7.3% | 0.00% | 0.0% |
| Q4 2015 | $365,000 | -9.9% | 4,534 | -10.1% | 0.00% | 0.0% |
| Q3 2015 | $405,000 | -10.6% | 5,042 | -11.5% | 0.00% | 0.0% |
| Q2 2015 | $453,000 | +9.2% | 5,698 | +2.8% | 0.00% | 0.0% |
| Q1 2015 | $415,000 | -35.5% | 5,541 | -32.7% | 0.00% | 0.0% |
| Q4 2013 | $643,000 | +130.5% | 8,235 | +134.0% | 0.00% | 0.0% |
| Q3 2013 | $279,000 | – | 3,519 | – | 0.00% | – |
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% |