MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,098,489 | +145.5% | 34,573 | +105.5% | 0.00% | +300.0% |
| Q2 2023 | $3,298,821 | +1.8% | 16,825 | +5.4% | 0.00% | -50.0% |
| Q1 2023 | $3,240,366 | -2.0% | 15,960 | +4.5% | 0.00% | 0.0% |
| Q4 2022 | $3,307,926 | +15.9% | 15,273 | +13.6% | 0.00% | 0.0% |
| Q3 2022 | $2,854,000 | -8.2% | 13,440 | +4.5% | 0.00% | 0.0% |
| Q2 2022 | $3,110,000 | +12.4% | 12,861 | +27.0% | 0.00% | +100.0% |
| Q1 2022 | $2,767,000 | -25.5% | 10,128 | -6.7% | 0.00% | -50.0% |
| Q4 2021 | $3,712,000 | +26.7% | 10,855 | -4.0% | 0.00% | 0.0% |
| Q3 2021 | $2,929,000 | +7.1% | 11,307 | +6.3% | 0.00% | 0.0% |
| Q2 2021 | $2,736,000 | +37.2% | 10,640 | +20.0% | 0.00% | +100.0% |
| Q1 2021 | $1,994,000 | -53.8% | 8,863 | -52.4% | 0.00% | -66.7% |
| Q4 2020 | $4,313,000 | +17.1% | 18,623 | -18.8% | 0.00% | 0.0% |
| Q3 2020 | $3,683,000 | +15.6% | 22,933 | +1.5% | 0.00% | 0.0% |
| Q2 2020 | $3,186,000 | +37.0% | 22,599 | +13.0% | 0.00% | 0.0% |
| Q1 2020 | $2,325,000 | -14.6% | 19,997 | +11.2% | 0.00% | 0.0% |
| Q4 2019 | $2,721,000 | +3.3% | 17,986 | -0.2% | 0.00% | 0.0% |
| Q3 2019 | $2,633,000 | +11.9% | 18,018 | +10.8% | 0.00% | 0.0% |
| Q2 2019 | $2,353,000 | +12.3% | 16,268 | -2.2% | 0.00% | 0.0% |
| Q1 2019 | $2,095,000 | +44.9% | 16,627 | +26.3% | 0.00% | +50.0% |
| Q4 2018 | $1,446,000 | +179.2% | 13,161 | +225.5% | 0.00% | +100.0% |
| Q2 2018 | $518,000 | +30.2% | 4,043 | -0.3% | 0.00% | 0.0% |
| Q1 2018 | $398,000 | +2.1% | 4,057 | +0.9% | 0.00% | 0.0% |
| Q4 2017 | $390,000 | +14.4% | 4,022 | -0.2% | 0.00% | 0.0% |
| Q3 2017 | $341,000 | +5.9% | 4,029 | -2.4% | 0.00% | 0.0% |
| Q2 2017 | $322,000 | +8.4% | 4,126 | +9.2% | 0.00% | 0.0% |
| Q1 2017 | $297,000 | +13.4% | 3,779 | +6.3% | 0.00% | 0.0% |
| Q4 2016 | $262,000 | -5.4% | 3,554 | +1.6% | 0.00% | 0.0% |
| Q3 2016 | $277,000 | -58.5% | 3,498 | -57.1% | 0.00% | -66.7% |
| Q2 2016 | $667,000 | -7.6% | 8,156 | -0.2% | 0.00% | 0.0% |
| Q1 2016 | $722,000 | 0.0% | 8,175 | -8.9% | 0.00% | 0.0% |
| Q4 2015 | $722,000 | -25.9% | 8,977 | -26.1% | 0.00% | -40.0% |
| Q3 2015 | $975,000 | +5.5% | 12,149 | +4.6% | 0.01% | +25.0% |
| Q2 2015 | $924,000 | -0.3% | 11,618 | -6.2% | 0.00% | -20.0% |
| Q1 2015 | $927,000 | – | 12,380 | – | 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% |