MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 147 filers reported holding MORNINGSTAR INC in Q2 2017. The put-call ratio across all filers is 2.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,989,053 | +28.6% | 422,529 | +7.6% | 0.01% | +33.3% |
| Q2 2023 | $76,959,695 | +0.4% | 392,511 | +4.0% | 0.01% | -10.0% |
| Q1 2023 | $76,621,360 | +96546.5% | 377,389 | +3.1% | 0.01% | -9.1% |
| Q4 2022 | $79,280 | -99.9% | 366,041 | +5.4% | 0.01% | 0.0% |
| Q3 2022 | $73,702,000 | -7.8% | 347,128 | +5.0% | 0.01% | -8.3% |
| Q2 2022 | $79,923,000 | -11.7% | 330,495 | -0.2% | 0.01% | +9.1% |
| Q1 2022 | $90,484,000 | -17.1% | 331,238 | +3.8% | 0.01% | -15.4% |
| Q4 2021 | $109,108,000 | +36.8% | 319,041 | +3.6% | 0.01% | +18.2% |
| Q3 2021 | $79,745,000 | +0.5% | 307,863 | -0.3% | 0.01% | 0.0% |
| Q2 2021 | $79,367,000 | +16.4% | 308,689 | +1.9% | 0.01% | +10.0% |
| Q1 2021 | $68,158,000 | +0.7% | 302,873 | +3.7% | 0.01% | -9.1% |
| Q4 2020 | $67,653,000 | +44.6% | 292,152 | +0.3% | 0.01% | +22.2% |
| Q3 2020 | $46,781,000 | +6.8% | 291,279 | -6.3% | 0.01% | 0.0% |
| Q2 2020 | $43,815,000 | +24.9% | 310,814 | +3.0% | 0.01% | 0.0% |
| Q1 2020 | $35,080,000 | -61.7% | 301,771 | -50.1% | 0.01% | -10.0% |
| Q4 2019 | $91,512,000 | +102.0% | 604,810 | +95.1% | 0.01% | -9.1% |
| Q3 2019 | $45,298,000 | +8.8% | 309,968 | +7.7% | 0.01% | +10.0% |
| Q2 2019 | $41,642,000 | +17.5% | 287,905 | +2.3% | 0.01% | +11.1% |
| Q1 2019 | $35,441,000 | -43.1% | 281,310 | -50.4% | 0.01% | -10.0% |
| Q4 2018 | $62,328,000 | +65.0% | 567,466 | +89.1% | 0.01% | -9.1% |
| Q3 2018 | $37,771,000 | +4.7% | 300,013 | +6.6% | 0.01% | 0.0% |
| Q2 2018 | $36,087,000 | +44.6% | 281,386 | +7.7% | 0.01% | +37.5% |
| Q1 2018 | $24,958,000 | +0.6% | 261,290 | +2.1% | 0.01% | 0.0% |
| Q4 2017 | $24,805,000 | +14.8% | 255,809 | +0.6% | 0.01% | 0.0% |
| Q3 2017 | $21,601,000 | +9.7% | 254,174 | +1.1% | 0.01% | 0.0% |
| Q2 2017 | $19,685,000 | -1.2% | 251,294 | -0.9% | 0.01% | 0.0% |
| Q1 2017 | $19,927,000 | +3.4% | 253,526 | -3.2% | 0.01% | -11.1% |
| Q4 2016 | $19,273,000 | -6.6% | 262,022 | +0.7% | 0.01% | -10.0% |
| Q3 2016 | $20,628,000 | -4.1% | 260,245 | -1.1% | 0.01% | -16.7% |
| Q2 2016 | $21,509,000 | +0.4% | 263,015 | +8.4% | 0.01% | +9.1% |
| Q1 2016 | $21,413,000 | +37.7% | 242,598 | +25.5% | 0.01% | +22.2% |
| Q4 2015 | $15,547,000 | +42.2% | 193,352 | +42.0% | 0.01% | +28.6% |
| Q3 2015 | $10,930,000 | +5.0% | 136,193 | +4.1% | 0.01% | +16.7% |
| Q2 2015 | $10,407,000 | +3.8% | 130,832 | -2.3% | 0.01% | 0.0% |
| Q1 2015 | $10,029,000 | +19.4% | 133,892 | +3.2% | 0.01% | +20.0% |
| Q4 2014 | $8,396,000 | -11.7% | 129,759 | -7.3% | 0.01% | -16.7% |
| Q3 2014 | $9,508,000 | -11.3% | 140,033 | -6.2% | 0.01% | -14.3% |
| Q2 2014 | $10,722,000 | -15.7% | 149,311 | -7.2% | 0.01% | -22.2% |
| Q1 2014 | $12,715,000 | +16.6% | 160,919 | +15.2% | 0.01% | +12.5% |
| Q4 2013 | $10,909,000 | +24.7% | 139,705 | +26.6% | 0.01% | +14.3% |
| Q3 2013 | $8,746,000 | +7.8% | 110,340 | +5.5% | 0.01% | 0.0% |
| Q2 2013 | $8,114,000 | – | 104,591 | – | 0.01% | – |
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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% |