MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,531,986 | +270.3% | 66,308 | +210.0% | 0.00% | +200.0% |
| Q2 2023 | $4,193,937 | +132.3% | 21,390 | +140.6% | 0.00% | – |
| Q1 2023 | $1,805,140 | +57.3% | 8,891 | +67.8% | 0.00% | – |
| Q4 2022 | $1,147,927 | -79.4% | 5,300 | -79.8% | 0.00% | -100.0% |
| Q3 2022 | $5,569,000 | +0.3% | 26,232 | +14.3% | 0.00% | -50.0% |
| Q2 2022 | $5,551,000 | +27.1% | 22,955 | +43.5% | 0.00% | – |
| Q1 2022 | $4,369,000 | -78.8% | 15,997 | -73.4% | 0.00% | – |
| Q4 2021 | $20,566,000 | +1015.3% | 60,134 | +744.9% | 0.00% | – |
| Q3 2021 | $1,844,000 | -29.3% | 7,117 | -29.9% | 0.00% | – |
| Q2 2021 | $2,609,000 | -65.4% | 10,150 | -69.7% | 0.00% | -100.0% |
| Q1 2021 | $7,530,000 | -49.7% | 33,465 | -48.2% | 0.00% | 0.0% |
| Q4 2020 | $14,958,000 | +528.8% | 64,600 | +336.0% | 0.00% | – |
| Q3 2020 | $2,379,000 | +66.4% | 14,817 | +46.2% | 0.00% | – |
| Q2 2020 | $1,430,000 | -16.2% | 10,138 | -30.9% | 0.00% | – |
| Q1 2020 | $1,706,000 | -79.5% | 14,669 | -73.3% | 0.00% | -100.0% |
| Q4 2019 | $8,307,000 | +83.5% | 54,900 | +77.2% | 0.00% | +100.0% |
| Q3 2019 | $4,528,000 | -45.6% | 30,985 | -46.2% | 0.00% | 0.0% |
| Q2 2019 | $8,331,000 | +109.3% | 57,612 | +82.3% | 0.00% | -50.0% |
| Q1 2019 | $3,981,000 | -64.4% | 31,600 | -69.0% | 0.00% | -50.0% |
| Q4 2018 | $11,193,000 | +164.1% | 101,900 | +202.7% | 0.00% | +300.0% |
| Q3 2018 | $4,238,000 | -10.7% | 33,661 | -9.0% | 0.00% | 0.0% |
| Q2 2018 | $4,745,000 | -9.2% | 37,002 | -32.4% | 0.00% | -50.0% |
| Q1 2018 | $5,225,000 | +418.4% | 54,700 | +426.0% | 0.00% | – |
| Q4 2017 | $1,008,000 | +11.9% | 10,400 | -1.9% | 0.00% | – |
| Q3 2017 | $901,000 | +57.5% | 10,600 | +45.2% | 0.00% | – |
| Q2 2017 | $572,000 | +168.5% | 7,300 | +151.7% | 0.00% | – |
| Q4 2016 | $213,000 | -83.2% | 2,900 | -81.9% | 0.00% | -100.0% |
| Q3 2016 | $1,268,000 | -5.4% | 16,000 | -2.4% | 0.00% | 0.0% |
| Q2 2016 | $1,341,000 | -41.3% | 16,400 | -36.7% | 0.00% | 0.0% |
| Q1 2016 | $2,286,000 | +136.9% | 25,900 | +115.8% | 0.00% | – |
| Q4 2015 | $965,000 | -48.6% | 12,000 | -48.7% | 0.00% | -100.0% |
| Q3 2015 | $1,878,000 | -0.1% | 23,400 | -0.9% | 0.00% | 0.0% |
| Q2 2015 | $1,879,000 | +59.9% | 23,615 | +50.6% | 0.00% | 0.0% |
| Q1 2015 | $1,175,000 | -51.7% | 15,679 | -58.3% | 0.00% | 0.0% |
| Q4 2014 | $2,434,000 | +5.0% | 37,619 | +10.3% | 0.00% | – |
| Q3 2014 | $2,317,000 | +2.6% | 34,118 | +8.4% | 0.00% | -100.0% |
| Q2 2014 | $2,259,000 | -50.5% | 31,466 | -45.6% | 0.00% | -50.0% |
| Q1 2014 | $4,567,000 | +12.2% | 57,800 | +10.9% | 0.00% | 0.0% |
| Q4 2013 | $4,069,000 | +9.7% | 52,100 | +11.3% | 0.00% | 0.0% |
| Q3 2013 | $3,710,000 | -11.6% | 46,800 | -13.5% | 0.00% | -33.3% |
| Q2 2013 | $4,197,000 | – | 54,098 | – | 0.00% | – |
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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% |