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 | $143,355 | +19.5% | 612 | 0.0% | 0.01% | +20.0% |
Q2 2023 | $119,995 | -3.4% | 612 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $124,254 | -6.3% | 612 | 0.0% | 0.01% | -16.7% |
Q4 2022 | $132,553 | -12.2% | 612 | -14.0% | 0.01% | -20.0% |
Q3 2022 | $151,000 | -12.2% | 712 | 0.0% | 0.02% | -6.2% |
Q2 2022 | $172,000 | -11.3% | 712 | 0.0% | 0.02% | +6.7% |
Q1 2022 | $194,000 | -24.5% | 712 | -5.3% | 0.02% | -16.7% |
Q4 2021 | $257,000 | +65.8% | 752 | +26.0% | 0.02% | +38.5% |
Q3 2021 | $155,000 | +1.3% | 597 | 0.0% | 0.01% | +8.3% |
Q2 2021 | $153,000 | +29.7% | 597 | +13.7% | 0.01% | +9.1% |
Q1 2021 | $118,000 | -3.3% | 525 | 0.0% | 0.01% | -15.4% |
Q4 2020 | $122,000 | +134.6% | 525 | +61.5% | 0.01% | +116.7% |
Q3 2020 | $52,000 | +13.0% | 325 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $46,000 | +21.1% | 325 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $38,000 | -22.4% | 325 | 0.0% | 0.01% | +20.0% |
Q4 2019 | $49,000 | +4.3% | 325 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $47,000 | +14.6% | 325 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $41,000 | +13.9% | 325 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $36,000 | -12.2% | 325 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $41,000 | -2.4% | 325 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $42,000 | +35.5% | 325 | 0.0% | 0.01% | +25.0% |
Q1 2018 | $31,000 | -3.1% | 325 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $32,000 | +88.2% | 325 | +62.5% | 0.00% | +100.0% |
Q3 2017 | $17,000 | +6.2% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $16,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $16,000 | +6.7% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $15,000 | – | 200 | – | 0.00% | – |
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% |