MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $426,000 | – | 5,309 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PELHAM GLOBAL FINANCIALS LTD | 73,374 | $17,744,000 | 22.50% |
Praesidium Investment Management Company, LLC | 297,952 | $72,054,000 | 6.29% |
Select Equity Group, L.P. | 4,097,822 | $990,976,000 | 3.17% |
Regal Partners Ltd | 55,640 | $13,455,000 | 2.29% |
Alamar Capital Management, LLC | 8,229 | $1,990,000 | 2.25% |
Kensington Investment Counsel, LLC | 8,862 | $2,143,000 | 1.83% |
CEERA INVESTMENTS, LLC | 13,009 | $3,146,000 | 1.80% |
Covey Capital Advisors, LLC | 4,823 | $1,166,000 | 1.72% |
AMERICAN CAPITAL MANAGEMENT INC | 183,683 | $44,420,000 | 1.66% |
Yorktown Management & Research Co Inc | 4,700 | $1,137,000 | 1.47% |