MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,560 | -11.0% | 74,263 | -7.8% | 0.02% | -14.3% |
| Q1 2023 | $16,359 | -27.4% | 80,576 | -22.6% | 0.02% | -32.3% |
| Q4 2022 | $22,537 | -99.9% | 104,056 | +6.8% | 0.03% | +3.3% |
| Q3 2022 | $20,685,000 | -23.5% | 97,424 | -12.9% | 0.03% | -18.9% |
| Q2 2022 | $27,046,000 | -13.9% | 111,842 | -2.7% | 0.04% | +2.8% |
| Q1 2022 | $31,397,000 | -24.0% | 114,938 | -4.8% | 0.04% | -18.2% |
| Q4 2021 | $41,300,000 | +13.7% | 120,765 | -13.9% | 0.04% | +7.3% |
| Q3 2021 | $36,333,000 | -5.9% | 140,269 | -6.6% | 0.04% | -4.7% |
| Q2 2021 | $38,619,000 | +14.0% | 150,208 | -0.2% | 0.04% | +4.9% |
| Q1 2021 | $33,872,000 | -13.5% | 150,520 | -11.0% | 0.04% | -16.3% |
| Q4 2020 | $39,161,000 | +24.1% | 169,114 | -13.9% | 0.05% | +11.4% |
| Q3 2020 | $31,553,000 | -12.0% | 196,461 | -22.8% | 0.04% | -20.0% |
| Q2 2020 | $35,857,000 | -3.7% | 254,364 | -20.6% | 0.06% | -19.1% |
| Q1 2020 | $37,227,000 | -0.5% | 320,240 | +29.5% | 0.07% | +28.3% |
| Q4 2019 | $37,425,000 | +150.4% | 247,345 | +141.8% | 0.05% | +112.0% |
| Q3 2019 | $14,948,000 | +0.2% | 102,295 | -0.8% | 0.02% | +4.2% |
| Q2 2019 | $14,921,000 | +26.4% | 103,169 | +10.1% | 0.02% | +26.3% |
| Q1 2019 | $11,804,000 | +31.2% | 93,697 | +14.4% | 0.02% | +11.8% |
| Q4 2018 | $8,996,000 | -6.1% | 81,917 | +7.6% | 0.02% | +13.3% |
| Q3 2018 | $9,580,000 | +2.5% | 76,099 | +4.4% | 0.02% | -6.2% |
| Q2 2018 | $9,346,000 | +14.8% | 72,878 | -14.5% | 0.02% | +14.3% |
| Q1 2018 | $8,143,000 | -42.4% | 85,257 | -41.6% | 0.01% | -41.7% |
| Q4 2017 | $14,144,000 | +18.6% | 145,868 | +4.0% | 0.02% | +9.1% |
| Q3 2017 | $11,921,000 | +38.9% | 140,270 | +28.0% | 0.02% | +37.5% |
| Q2 2017 | $8,581,000 | -75.8% | 109,544 | -75.8% | 0.02% | -76.1% |
| Q1 2017 | $35,520,000 | +4.3% | 451,928 | -2.4% | 0.07% | -2.9% |
| Q4 2016 | $34,053,000 | -2.1% | 462,956 | +5.5% | 0.07% | 0.0% |
| Q3 2016 | $34,768,000 | +1.4% | 438,634 | +4.6% | 0.07% | -4.2% |
| Q2 2016 | $34,293,000 | -5.0% | 419,351 | +2.5% | 0.07% | -8.9% |
| Q1 2016 | $36,115,000 | +16.1% | 409,167 | +5.8% | 0.08% | +11.3% |
| Q4 2015 | $31,109,000 | +23.2% | 386,894 | +22.9% | 0.07% | +18.3% |
| Q3 2015 | $25,258,000 | +37.8% | 314,710 | +36.5% | 0.06% | +57.9% |
| Q2 2015 | $18,332,000 | – | 230,473 | – | 0.04% | – |
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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% |