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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $53,622,486 | +5.9% | 247,576 | +3.8% | 0.01% | 0.0% |
| Q3 2022 | $50,627,704 | -11.0% | 238,450 | +1.3% | 0.01% | -13.3% |
| Q2 2022 | $56,905,017 | -4.1% | 235,310 | +8.3% | 0.02% | +15.4% |
| Q1 2022 | $59,362,026 | -23.2% | 217,308 | -3.8% | 0.01% | -18.8% |
| Q4 2021 | $77,278,000 | +30.9% | 225,967 | -0.8% | 0.02% | +23.1% |
| Q3 2021 | $59,034,000 | +4.5% | 227,903 | +3.8% | 0.01% | +8.3% |
| Q2 2021 | $56,473,000 | +25.7% | 219,647 | +10.0% | 0.01% | +20.0% |
| Q1 2021 | $44,920,000 | -14.5% | 199,607 | -12.0% | 0.01% | -16.7% |
| Q4 2020 | $52,555,000 | +37.2% | 226,952 | -4.8% | 0.01% | +20.0% |
| Q3 2020 | $38,292,000 | +6.0% | 238,414 | -7.0% | 0.01% | 0.0% |
| Q2 2020 | $36,138,000 | +17.0% | 256,349 | -3.5% | 0.01% | -9.1% |
| Q1 2020 | $30,874,000 | -23.2% | 265,586 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $40,186,000 | +3.5% | 265,586 | 0.0% | 0.01% | -8.3% |
| Q3 2019 | $38,813,000 | +1.0% | 265,586 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $38,414,000 | +5.9% | 265,586 | -7.7% | 0.01% | 0.0% |
| Q1 2019 | $36,261,000 | +14.7% | 287,802 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $31,613,000 | -12.8% | 287,802 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $36,234,000 | -1.8% | 287,802 | 0.0% | 0.01% | -7.7% |
| Q2 2018 | $36,910,000 | +34.3% | 287,802 | 0.0% | 0.01% | +30.0% |
| Q1 2018 | $27,490,000 | -1.5% | 287,802 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $27,908,000 | +42.8% | 287,802 | +25.2% | 0.01% | +42.9% |
| Q3 2017 | $19,540,000 | -16.5% | 229,911 | -23.1% | 0.01% | -22.2% |
| Q2 2017 | $23,410,000 | +32.3% | 298,826 | +32.8% | 0.01% | +28.6% |
| Q1 2017 | $17,692,000 | +20.5% | 225,088 | +12.8% | 0.01% | +16.7% |
| Q4 2016 | $14,677,000 | -2.8% | 199,526 | 0.0% | 0.01% | -14.3% |
| Q3 2016 | $15,106,000 | -7.4% | 199,526 | 0.0% | 0.01% | -12.5% |
| Q2 2016 | $16,317,000 | -6.5% | 199,526 | +0.9% | 0.01% | -11.1% |
| Q1 2016 | $17,453,000 | +9.8% | 197,722 | 0.0% | 0.01% | +12.5% |
| Q4 2015 | $15,899,000 | +0.2% | 197,722 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $15,869,000 | +0.9% | 197,722 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $15,729,000 | +6.2% | 197,722 | 0.0% | 0.01% | +14.3% |
| Q1 2015 | $14,811,000 | +4.5% | 197,722 | -9.8% | 0.01% | 0.0% |
| Q4 2014 | $14,179,000 | -0.2% | 219,113 | +4.7% | 0.01% | -12.5% |
| Q3 2014 | $14,212,000 | -52.7% | 209,313 | -50.0% | 0.01% | 0.0% |
| Q2 2014 | $30,060,000 | +81.7% | 418,626 | +100.0% | 0.01% | -11.1% |
| Q1 2014 | $16,540,000 | +1.2% | 209,313 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $16,345,000 | -1.5% | 209,313 | 0.0% | 0.01% | -10.0% |
| Q3 2013 | $16,590,000 | +2.2% | 209,313 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $16,239,000 | +11.0% | 209,313 | 0.0% | 0.01% | +11.1% |
| Q1 2013 | $14,635,000 | +20.5% | 209,313 | +7.9% | 0.01% | +12.5% |
| Q3 2012 | $12,148,000 | +7.9% | 193,943 | 0.0% | 0.01% | -11.1% |
| Q2 2012 | $11,262,000 | – | 193,943 | – | 0.01% | – |
Download | ||||||
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% |