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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,467,570 | +1.1% | 66,033 | -15.3% | 0.00% | 0.0% |
| Q2 2023 | $15,294,441 | +175.8% | 78,005 | +185.6% | 0.00% | +200.0% |
| Q1 2023 | $5,544,546 | +16.6% | 27,309 | +24.4% | 0.00% | 0.0% |
| Q4 2022 | $4,755,017 | -75.1% | 21,954 | -75.6% | 0.00% | -75.0% |
| Q3 2022 | $19,075,000 | +176.3% | 89,845 | +214.7% | 0.00% | +300.0% |
| Q2 2022 | $6,903,000 | +14.9% | 28,545 | +29.8% | 0.00% | 0.0% |
| Q1 2022 | $6,008,000 | +74.1% | 21,992 | +118.0% | 0.00% | – |
| Q4 2021 | $3,450,000 | -31.2% | 10,086 | -47.9% | 0.00% | -100.0% |
| Q3 2021 | $5,018,000 | +27.8% | 19,373 | +26.9% | 0.00% | 0.0% |
| Q2 2021 | $3,925,000 | -51.3% | 15,267 | -57.4% | 0.00% | 0.0% |
| Q1 2021 | $8,062,000 | +97.5% | 35,825 | +103.3% | 0.00% | 0.0% |
| Q4 2020 | $4,081,000 | -60.0% | 17,619 | -72.3% | 0.00% | -66.7% |
| Q3 2020 | $10,205,000 | +85.5% | 63,542 | +62.8% | 0.00% | +50.0% |
| Q2 2020 | $5,500,000 | +124.9% | 39,019 | +85.6% | 0.00% | +100.0% |
| Q1 2020 | $2,445,000 | -70.1% | 21,026 | -61.1% | 0.00% | -66.7% |
| Q4 2019 | $8,176,000 | +57.5% | 54,035 | +52.1% | 0.00% | +50.0% |
| Q3 2019 | $5,190,000 | +40.0% | 35,521 | +38.7% | 0.00% | +100.0% |
| Q2 2019 | $3,706,000 | -66.2% | 25,614 | -70.6% | 0.00% | -80.0% |
| Q1 2019 | $10,976,000 | +200.4% | 87,109 | +161.8% | 0.01% | +400.0% |
| Q4 2018 | $3,654,000 | -8.1% | 33,273 | +5.4% | 0.00% | 0.0% |
| Q3 2018 | $3,976,000 | +62.4% | 31,579 | +65.3% | 0.00% | -50.0% |
| Q2 2018 | $2,449,000 | -58.4% | 19,100 | -69.0% | 0.00% | -33.3% |
| Q1 2018 | $5,884,000 | +45.6% | 61,598 | +47.8% | 0.00% | +50.0% |
| Q4 2017 | $4,042,000 | +26.5% | 41,684 | +10.9% | 0.00% | 0.0% |
| Q3 2017 | $3,195,000 | -1.6% | 37,594 | -9.3% | 0.00% | -33.3% |
| Q2 2017 | $3,248,000 | -21.8% | 41,461 | -21.5% | 0.00% | -25.0% |
| Q1 2017 | $4,152,000 | -7.9% | 52,823 | -13.8% | 0.00% | -20.0% |
| Q4 2016 | $4,507,000 | +17.5% | 61,275 | +26.7% | 0.01% | +25.0% |
| Q3 2016 | $3,835,000 | +0.1% | 48,372 | +3.3% | 0.00% | 0.0% |
| Q2 2016 | $3,831,000 | +76.6% | 46,848 | +90.7% | 0.00% | +33.3% |
| Q1 2016 | $2,169,000 | -32.8% | 24,572 | -38.8% | 0.00% | -25.0% |
| Q4 2015 | $3,229,000 | +60.2% | 40,156 | +59.9% | 0.00% | +100.0% |
| Q3 2015 | $2,016,000 | -14.7% | 25,117 | -15.5% | 0.00% | 0.0% |
| Q2 2015 | $2,364,000 | -34.7% | 29,719 | -38.5% | 0.00% | -33.3% |
| Q1 2015 | $3,619,000 | -6.7% | 48,303 | -19.4% | 0.00% | -25.0% |
| Q4 2014 | $3,879,000 | -3.0% | 59,935 | +1.8% | 0.00% | 0.0% |
| Q3 2014 | $3,997,000 | +34.3% | 58,863 | +42.0% | 0.00% | +33.3% |
| Q2 2014 | $2,977,000 | -47.2% | 41,461 | -41.9% | 0.00% | -57.1% |
| Q1 2014 | $5,637,000 | +9.2% | 71,333 | +7.9% | 0.01% | 0.0% |
| Q4 2013 | $5,164,000 | +36.0% | 66,124 | +38.0% | 0.01% | +16.7% |
| Q3 2013 | $3,798,000 | +267.0% | 47,919 | +259.2% | 0.01% | +200.0% |
| Q2 2013 | $1,035,000 | – | 13,339 | – | 0.00% | – |
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% |