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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,896,987 | +15.2% | 161,787 | -3.6% | 1.46% | +27.9% |
| Q2 2023 | $32,897,017 | -12.0% | 167,782 | -8.8% | 1.14% | -13.2% |
| Q1 2023 | $37,368,890 | -6.5% | 184,056 | -0.2% | 1.32% | -15.9% |
| Q4 2022 | $39,949,592 | +2.5% | 184,448 | +0.5% | 1.56% | +1.7% |
| Q3 2022 | $38,977,000 | -12.3% | 183,577 | -0.1% | 1.54% | -7.6% |
| Q2 2022 | $44,420,000 | -12.8% | 183,683 | -1.5% | 1.66% | +10.9% |
| Q1 2022 | $50,926,000 | -19.2% | 186,427 | +1.1% | 1.50% | -7.2% |
| Q4 2021 | $63,060,000 | +31.7% | 184,391 | -0.2% | 1.62% | +25.9% |
| Q3 2021 | $47,871,000 | -3.2% | 184,809 | -3.9% | 1.29% | -7.1% |
| Q2 2021 | $49,449,000 | +14.3% | 192,325 | +0.1% | 1.38% | +6.0% |
| Q1 2021 | $43,247,000 | -2.7% | 192,175 | +0.1% | 1.31% | -1.7% |
| Q4 2020 | $44,441,000 | +43.7% | 191,913 | -0.3% | 1.33% | +17.0% |
| Q3 2020 | $30,918,000 | +8.0% | 192,506 | -5.2% | 1.14% | +7.9% |
| Q2 2020 | $28,628,000 | +22.0% | 203,076 | +0.6% | 1.05% | -7.7% |
| Q1 2020 | $23,458,000 | -22.3% | 201,792 | +1.1% | 1.14% | -9.9% |
| Q4 2019 | $30,209,000 | +4.5% | 199,650 | +0.9% | 1.27% | -1.1% |
| Q3 2019 | $28,917,000 | +0.6% | 197,870 | -0.5% | 1.28% | +4.1% |
| Q2 2019 | $28,757,000 | +7.3% | 198,815 | -6.6% | 1.23% | -1.0% |
| Q1 2019 | $26,811,000 | +15.3% | 212,805 | +0.5% | 1.24% | +0.2% |
| Q4 2018 | $23,252,000 | -14.0% | 211,690 | -1.5% | 1.24% | +5.0% |
| Q3 2018 | $27,050,000 | -1.7% | 214,850 | +0.1% | 1.18% | -16.9% |
| Q2 2018 | $27,531,000 | +35.7% | 214,670 | +1.1% | 1.42% | +23.1% |
| Q1 2018 | $20,282,000 | +0.3% | 212,330 | +1.8% | 1.16% | -5.1% |
| Q4 2017 | $20,224,000 | +16.7% | 208,560 | +2.3% | 1.22% | +12.4% |
| Q3 2017 | $17,330,000 | +8.5% | 203,905 | +0.1% | 1.08% | +5.1% |
| Q2 2017 | $15,965,000 | -1.8% | 203,795 | -1.5% | 1.03% | -10.3% |
| Q1 2017 | $16,264,000 | +8.2% | 206,921 | +1.2% | 1.15% | -1.4% |
| Q4 2016 | $15,034,000 | -7.0% | 204,371 | +0.2% | 1.16% | -6.3% |
| Q3 2016 | $16,170,000 | -7.8% | 203,991 | +2.6% | 1.24% | -18.9% |
| Q1 2016 | $17,547,000 | +10.8% | 198,786 | +0.9% | 1.53% | +9.0% |
| Q4 2015 | $15,839,000 | +2.6% | 196,980 | +2.4% | 1.41% | -12.2% |
| Q3 2015 | $15,439,000 | +3.1% | 192,360 | +2.2% | 1.60% | +12.3% |
| Q2 2015 | $14,973,000 | +4.0% | 188,220 | -2.0% | 1.43% | +0.7% |
| Q1 2015 | $14,394,000 | +16.3% | 192,150 | +0.4% | 1.42% | +5.4% |
| Q4 2014 | $12,380,000 | -3.0% | 191,310 | +1.8% | 1.34% | -9.5% |
| Q3 2014 | $12,763,000 | +3.5% | 187,970 | +9.4% | 1.48% | +7.1% |
| Q2 2014 | $12,335,000 | -5.8% | 171,770 | +3.7% | 1.39% | -10.2% |
| Q1 2014 | $13,091,000 | +0.5% | 165,670 | -0.7% | 1.54% | -4.5% |
| Q4 2013 | $13,031,000 | +12.0% | 166,870 | +13.7% | 1.62% | +3.4% |
| Q3 2013 | $11,634,000 | +2.2% | 146,785 | 0.0% | 1.56% | -8.7% |
| Q2 2013 | $11,388,000 | – | 146,785 | – | 1.71% | – |
Download | ||||||
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% |