MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 316 filers reported holding MORNINGSTAR INC in Q3 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,266,447 | +71.1% | 389,627 | +43.2% | 0.02% | +81.8% |
| Q2 2023 | $53,353,196 | -7.3% | 272,113 | -4.0% | 0.01% | -15.4% |
| Q1 2023 | $57,568,397 | -6.9% | 283,546 | -0.7% | 0.01% | -7.1% |
| Q4 2022 | $61,851,596 | +0.7% | 285,570 | -1.2% | 0.01% | -6.7% |
| Q3 2022 | $61,394,000 | -14.4% | 289,155 | -2.6% | 0.02% | -6.2% |
| Q2 2022 | $71,758,000 | -11.8% | 296,726 | -0.3% | 0.02% | 0.0% |
| Q1 2022 | $81,321,000 | -22.7% | 297,699 | -3.2% | 0.02% | -15.8% |
| Q4 2021 | $105,173,000 | +27.1% | 307,535 | -3.8% | 0.02% | +18.8% |
| Q3 2021 | $82,767,000 | -0.5% | 319,526 | -1.2% | 0.02% | 0.0% |
| Q2 2021 | $83,153,000 | +14.8% | 323,415 | +0.5% | 0.02% | +6.7% |
| Q1 2021 | $72,412,000 | +0.0% | 321,776 | +2.9% | 0.02% | -6.2% |
| Q4 2020 | $72,388,000 | +44.0% | 312,600 | -0.2% | 0.02% | +33.3% |
| Q3 2020 | $50,283,000 | +41.7% | 313,077 | +24.3% | 0.01% | +33.3% |
| Q2 2020 | $35,495,000 | +37.0% | 251,797 | +13.0% | 0.01% | 0.0% |
| Q1 2020 | $25,910,000 | -26.4% | 222,886 | -4.2% | 0.01% | 0.0% |
| Q4 2019 | $35,209,000 | +15.8% | 232,694 | +11.8% | 0.01% | +12.5% |
| Q3 2019 | $30,405,000 | -4.3% | 208,051 | -5.3% | 0.01% | -11.1% |
| Q2 2019 | $31,762,000 | +146.0% | 219,592 | +114.2% | 0.01% | +125.0% |
| Q1 2019 | $12,913,000 | +14.6% | 102,499 | -0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,264,000 | -14.2% | 102,542 | -1.7% | 0.00% | +33.3% |
| Q3 2018 | $13,135,000 | -38.7% | 104,326 | -37.6% | 0.00% | -50.0% |
| Q2 2018 | $21,439,000 | -29.3% | 167,172 | -47.3% | 0.01% | -25.0% |
| Q1 2018 | $30,318,000 | -2.5% | 317,391 | -1.1% | 0.01% | 0.0% |
| Q4 2017 | $31,106,000 | +9.5% | 320,790 | -4.0% | 0.01% | 0.0% |
| Q3 2017 | $28,407,000 | +7.9% | 334,233 | -0.5% | 0.01% | +14.3% |
| Q2 2017 | $26,323,000 | -0.8% | 336,015 | -0.5% | 0.01% | 0.0% |
| Q1 2017 | $26,533,000 | +10.4% | 337,562 | +3.4% | 0.01% | 0.0% |
| Q4 2016 | $24,024,000 | +4.6% | 326,576 | +12.7% | 0.01% | 0.0% |
| Q3 2016 | $22,973,000 | -7.3% | 289,804 | -4.4% | 0.01% | -12.5% |
| Q2 2016 | $24,795,000 | +22.1% | 303,192 | +31.8% | 0.01% | +33.3% |
| Q1 2016 | $20,305,000 | +31.0% | 230,024 | +19.3% | 0.01% | +20.0% |
| Q4 2015 | $15,499,000 | -1.5% | 192,755 | -1.7% | 0.01% | 0.0% |
| Q3 2015 | $15,734,000 | +1.1% | 196,034 | +0.2% | 0.01% | +25.0% |
| Q2 2015 | $15,565,000 | +27.6% | 195,668 | +20.1% | 0.00% | +33.3% |
| Q1 2015 | $12,200,000 | +91.3% | 162,881 | +65.3% | 0.00% | +50.0% |
| Q4 2014 | $6,376,000 | -45.3% | 98,523 | -42.6% | 0.00% | -33.3% |
| Q3 2014 | $11,652,000 | -61.6% | 171,618 | -59.4% | 0.00% | -25.0% |
| Q2 2014 | $30,382,000 | +56.4% | 423,092 | +72.1% | 0.00% | -20.0% |
| Q1 2014 | $19,425,000 | +123.3% | 245,824 | +120.7% | 0.01% | +150.0% |
| Q4 2013 | $8,700,000 | -49.8% | 111,399 | -49.0% | 0.00% | -33.3% |
| Q3 2013 | $17,328,000 | +113.4% | 218,630 | +108.8% | 0.00% | 0.0% |
| Q2 2013 | $8,121,000 | – | 104,683 | – | 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% |