MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 175 filers reported holding MORNINGSTAR INC in Q2 2016. The put-call ratio across all filers is 0.13 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,533,306 | +21.2% | 10,815 | +1.5% | 0.52% | +22.6% |
| Q2 2023 | $2,089,518 | -2.6% | 10,657 | +0.8% | 0.42% | -5.4% |
| Q1 2023 | $2,146,028 | -5.9% | 10,570 | +0.3% | 0.44% | -8.4% |
| Q4 2022 | $2,281,776 | +3.0% | 10,535 | +0.9% | 0.49% | -7.3% |
| Q3 2022 | $2,216,000 | -11.0% | 10,439 | +1.4% | 0.52% | -8.1% |
| Q2 2022 | $2,490,000 | -24.1% | 10,296 | -14.3% | 0.57% | -14.2% |
| Q1 2022 | $3,281,000 | -19.0% | 12,012 | +1.4% | 0.66% | -17.2% |
| Q4 2021 | $4,050,000 | +29.3% | 11,843 | -2.1% | 0.80% | +18.3% |
| Q3 2021 | $3,132,000 | +0.9% | 12,093 | +0.2% | 0.68% | +3.5% |
| Q2 2021 | $3,103,000 | +5.8% | 12,067 | -7.4% | 0.66% | +1.2% |
| Q1 2021 | $2,933,000 | -3.1% | 13,034 | -0.3% | 0.65% | -9.8% |
| Q4 2020 | $3,027,000 | +44.3% | 13,071 | +0.1% | 0.72% | +24.0% |
| Q3 2020 | $2,098,000 | +16.2% | 13,060 | +2.0% | 0.58% | +11.4% |
| Q2 2020 | $1,805,000 | +27.7% | 12,809 | +5.3% | 0.52% | +11.1% |
| Q1 2020 | $1,413,000 | -31.2% | 12,161 | -10.4% | 0.47% | -12.4% |
| Q4 2019 | $2,054,000 | +1.7% | 13,578 | -1.8% | 0.53% | -4.5% |
| Q3 2019 | $2,019,000 | -1.9% | 13,820 | -2.9% | 0.56% | -4.5% |
| Q2 2019 | $2,058,000 | +8.2% | 14,230 | -5.8% | 0.58% | +7.6% |
| Q1 2019 | $1,902,000 | +15.6% | 15,104 | +0.8% | 0.54% | +0.2% |
| Q4 2018 | $1,645,000 | -11.1% | 14,981 | +1.9% | 0.54% | +3.6% |
| Q3 2018 | $1,850,000 | -2.1% | 14,698 | -0.2% | 0.52% | -8.6% |
| Q2 2018 | $1,889,000 | +34.8% | 14,727 | +0.4% | 0.57% | +30.0% |
| Q1 2018 | $1,401,000 | -2.3% | 14,670 | -0.8% | 0.44% | +1.4% |
| Q4 2017 | $1,434,000 | +13.7% | 14,793 | -0.3% | 0.43% | +9.0% |
| Q3 2017 | $1,261,000 | +19.6% | 14,839 | +10.3% | 0.40% | +14.4% |
| Q2 2017 | $1,054,000 | +17.9% | 13,450 | +18.2% | 0.35% | +7.4% |
| Q1 2017 | $894,000 | +8.6% | 11,377 | +1.7% | 0.32% | +3.5% |
| Q4 2016 | $823,000 | +10.2% | 11,183 | +18.7% | 0.31% | +6.8% |
| Q3 2016 | $747,000 | +6.7% | 9,424 | +10.1% | 0.29% | +2.8% |
| Q2 2016 | $700,000 | -1.5% | 8,559 | +6.2% | 0.28% | -4.7% |
| Q1 2016 | $711,000 | +18.7% | 8,058 | +8.2% | 0.30% | +12.0% |
| Q4 2015 | $599,000 | +4.2% | 7,450 | +4.0% | 0.27% | -0.7% |
| Q3 2015 | $575,000 | +15.2% | 7,166 | +14.2% | 0.27% | +23.4% |
| Q2 2015 | $499,000 | +35.6% | 6,274 | +27.8% | 0.22% | +40.6% |
| Q1 2015 | $368,000 | +38.9% | 4,911 | +20.1% | 0.16% | +28.1% |
| Q4 2014 | $265,000 | +3.1% | 4,088 | +8.0% | 0.12% | -0.8% |
| Q3 2014 | $257,000 | +2.0% | 3,785 | +7.7% | 0.12% | -2.4% |
| Q2 2014 | $252,000 | +7.7% | 3,514 | +18.9% | 0.12% | +4.2% |
| Q1 2014 | $234,000 | +10.4% | 2,955 | +9.0% | 0.12% | +10.1% |
| Q4 2013 | $212,000 | -1.4% | 2,711 | -0.1% | 0.11% | -10.7% |
| Q3 2013 | $215,000 | +4.9% | 2,714 | +2.5% | 0.12% | +0.8% |
| Q2 2013 | $205,000 | – | 2,648 | – | 0.12% | – |
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% |