MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
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% | – |
Download | ||||||
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% |