AQR Capital Management - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.

Quarter-by-quarter ownership
AQR Capital Management ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q3 2023$1,877,470
+29.4%
8,015
+8.3%
0.00%
+33.3%
Q2 2023$1,451,310
+68.6%
7,402
+74.6%
0.00%
+50.0%
Q1 2023$860,644
-56.2%
4,239
-53.3%
0.00%
-50.0%
Q4 2022$1,966,204
-14.1%
9,078
-15.8%
0.00%
-33.3%
Q3 2022$2,289,000
-28.2%
10,783
-19.5%
0.01%
-14.3%
Q2 2022$3,190,000
-9.9%
13,400
+3.3%
0.01%0.0%
Q1 2022$3,542,000
-11.6%
12,968
+10.5%
0.01%0.0%
Q4 2021$4,007,000
+18.0%
11,734
-10.5%
0.01%
+16.7%
Q3 2021$3,395,000
-36.7%
13,106
-37.7%
0.01%
-33.3%
Q2 2021$5,365,000
-12.6%
21,035
-22.9%
0.01%
-10.0%
Q1 2021$6,137,000
+44.1%
27,269
+46.3%
0.01%
+25.0%
Q4 2020$4,260,000
+51.0%
18,643
+5.7%
0.01%
+60.0%
Q3 2020$2,821,000
-30.7%
17,643
-39.3%
0.01%
-28.6%
Q2 2020$4,069,000
-50.2%
29,076
-58.6%
0.01%
-50.0%
Q1 2020$8,170,000
-46.9%
70,283
-30.8%
0.01%
-17.6%
Q4 2019$15,373,000
-2.4%
101,597
-5.8%
0.02%
-10.5%
Q3 2019$15,753,000
+9.0%
107,796
+7.8%
0.02%
+18.8%
Q2 2019$14,458,000
+53.6%
99,959
+33.8%
0.02%
+60.0%
Q1 2019$9,410,000
+66.2%
74,686
+44.9%
0.01%
+42.9%
Q4 2018$5,662,000
+160.2%
51,551
+198.3%
0.01%
+250.0%
Q3 2018$2,176,000
-1.8%
17,282
+0.1%
0.00%0.0%
Q2 2018$2,215,000
+95.8%
17,270
+45.9%
0.00%
+100.0%
Q1 2018$1,131,000
-25.3%
11,836
-24.2%
0.00%
-50.0%
Q4 2017$1,514,000
-44.0%
15,608
-50.9%
0.00%
-33.3%
Q3 2017$2,702,000
-37.0%
31,790
-41.9%
0.00%
-50.0%
Q2 2017$4,288,000
-42.2%
54,733
-42.0%
0.01%
-40.0%
Q1 2017$7,419,000
+6.8%
94,384
-0.0%
0.01%0.0%
Q4 2016$6,945,000
+25.5%
94,410
+35.2%
0.01%
+25.0%
Q3 2016$5,535,000
+87.9%
69,828
+93.8%
0.01%
+60.0%
Q2 2016$2,946,000
+219.5%
36,029
+244.9%
0.01%
+150.0%
Q1 2016$922,000
+133.4%
10,445
+112.9%
0.00%
+100.0%
Q4 2015$395,000
-7.3%
4,907
-7.6%
0.00%0.0%
Q3 2015$426,0005,3090.00%
Other shareholders
MORNINGSTAR INC shareholders Q2 2021
NameSharesValueWeighting ↓
Praesidium Investment Management Company, LLC 200,750$47,023,6806.06%
Select Equity Group, L.P. 3,598,908$843,008,2103.45%
Liontrust Investment Partners LLP 453,130$106,145,5191.70%
CEERA INVESTMENTS, LLC 12,456$2,917,6931.59%
AMERICAN CAPITAL MANAGEMENT INC 161,787$37,896,9871.46%
CRAMER ROSENTHAL MCGLYNN LLC 109,026$25,538,2501.43%
2Xideas AG 54,634$12,797,4681.42%
Alamar Capital Management, LLC 5,841$1,368,1901.29%
Kensington Investment Counsel, LLC 8,238$1,929,6691.20%
Covey Capital Advisors, LLC 3,439$805,5511.14%
View complete list of MORNINGSTAR INC shareholders