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 | $546,248 | +33.6% | 2,332 | +11.8% | 0.00% | 0.0% |
| Q2 2023 | $408,806 | +140.6% | 2,085 | +149.1% | 0.00% | – |
| Q1 2023 | $169,936 | -87.3% | 837 | -86.4% | 0.00% | -100.0% |
| Q4 2022 | $1,337,227 | -99.9% | 6,174 | -24.7% | 0.00% | -33.3% |
| Q3 2022 | $1,740,387,000 | -32.6% | 8,197 | -23.2% | 0.00% | -25.0% |
| Q2 2022 | $2,582,744,000 | -13.9% | 10,680 | -2.8% | 0.00% | 0.0% |
| Q1 2022 | $3,000,499,000 | +55.3% | 10,984 | +94.4% | 0.00% | +33.3% |
| Q4 2021 | $1,932,243,000 | -38.6% | 5,650 | -53.5% | 0.00% | -25.0% |
| Q3 2021 | $3,144,624,000 | +116.8% | 12,140 | +115.2% | 0.00% | +100.0% |
| Q2 2021 | $1,450,615,000 | +4.7% | 5,642 | -8.3% | 0.00% | 0.0% |
| Q1 2021 | $1,385,121,000 | +85.8% | 6,155 | +91.1% | 0.00% | +100.0% |
| Q4 2020 | $745,655,000 | +243.1% | 3,220 | +138.0% | 0.00% | – |
| Q3 2020 | $217,305,000 | -25.2% | 1,353 | -34.3% | 0.00% | -100.0% |
| Q2 2020 | $290,398,000 | -20.4% | 2,060 | -34.3% | 0.00% | 0.0% |
| Q1 2020 | $364,676,000 | -87.6% | 3,137 | -83.9% | 0.00% | -80.0% |
| Q4 2019 | $2,939,499,000 | +453.3% | 19,427 | +434.4% | 0.01% | +400.0% |
| Q3 2019 | $531,219,000 | -81.7% | 3,635 | -81.9% | 0.00% | -83.3% |
| Q2 2019 | $2,905,673,000 | -9.4% | 20,089 | -21.1% | 0.01% | -14.3% |
| Q1 2019 | $3,208,209,000 | +42.2% | 25,464 | +24.0% | 0.01% | +40.0% |
| Q4 2018 | $2,255,894,000 | +350.8% | 20,538 | +416.7% | 0.01% | +400.0% |
| Q3 2018 | $500,452,000 | -3.7% | 3,975 | -1.9% | 0.00% | 0.0% |
| Q2 2018 | $519,797,000 | +150.1% | 4,053 | +86.3% | 0.00% | – |
| Q1 2018 | $207,852,000 | +294.0% | 2,176 | +300.0% | 0.00% | – |
| Q4 2017 | $52,752,000 | -32.4% | 544 | -40.7% | 0.00% | – |
| Q3 2017 | $78,021,000 | +14.5% | 918 | +5.5% | 0.00% | – |
| Q2 2017 | $68,156,000 | +25.5% | 870 | +25.9% | 0.00% | – |
| Q1 2017 | $54,313,000 | -59.0% | 691 | -61.6% | 0.00% | -100.0% |
| Q4 2016 | $132,482,000 | -24.6% | 1,801 | -18.8% | 0.00% | 0.0% |
| Q3 2016 | $175,821,000 | +19.1% | 2,218 | +22.9% | 0.00% | 0.0% |
| Q2 2016 | $147,613,000 | -37.3% | 1,805 | -32.3% | 0.00% | 0.0% |
| Q1 2016 | $235,504,000 | +224.7% | 2,668 | +195.8% | 0.00% | – |
| Q4 2015 | $72,530,000 | +83.7% | 902 | +83.3% | 0.00% | – |
| Q3 2015 | $39,488,000 | -65.6% | 492 | -65.9% | 0.00% | – |
| Q2 2015 | $114,791,000 | +20.7% | 1,443 | +13.6% | 0.00% | – |
| Q1 2015 | $95,136,000 | +59.3% | 1,270 | +37.6% | 0.00% | – |
| Q4 2014 | $59,727,000 | +671.6% | 923 | +709.6% | 0.00% | – |
| Q3 2014 | $7,741,000 | -94.7% | 114 | -94.3% | 0.00% | – |
| Q1 2014 | $145,780,000 | -18.6% | 1,988 | -13.3% | 0.00% | – |
| Q4 2013 | $179,060,000 | -29.3% | 2,293 | -29.8% | 0.00% | – |
| Q2 2013 | $253,299,000 | – | 3,265 | – | 0.00% | – |
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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% |