MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $91,822 | +25.9% | 392 | +5.4% | 0.00% | 0.0% |
Q2 2023 | $72,938 | -23.9% | 372 | -21.2% | 0.00% | -33.3% |
Q1 2023 | $95,830 | -21.8% | 472 | -16.6% | 0.00% | -25.0% |
Q4 2022 | $122,590 | +26.4% | 566 | +23.9% | 0.00% | +33.3% |
Q3 2022 | $97,000 | -11.0% | 457 | +1.1% | 0.00% | -25.0% |
Q2 2022 | $109,000 | -28.8% | 452 | -19.1% | 0.00% | -20.0% |
Q1 2022 | $153,000 | -1.9% | 559 | +22.9% | 0.01% | 0.0% |
Q4 2021 | $156,000 | +32.2% | 455 | +0.2% | 0.01% | +25.0% |
Q3 2021 | $118,000 | -3.3% | 454 | -4.0% | 0.00% | -20.0% |
Q2 2021 | $122,000 | +10.9% | 473 | -3.3% | 0.01% | 0.0% |
Q1 2021 | $110,000 | -0.9% | 489 | +1.7% | 0.01% | 0.0% |
Q4 2020 | $111,000 | +37.0% | 481 | -4.9% | 0.01% | +25.0% |
Q3 2020 | $81,000 | -6.9% | 506 | -18.3% | 0.00% | -20.0% |
Q2 2020 | $87,000 | +97.7% | 619 | +64.6% | 0.01% | +25.0% |
Q1 2020 | $44,000 | -21.4% | 376 | +1.1% | 0.00% | 0.0% |
Q4 2019 | $56,000 | -5.1% | 372 | -8.1% | 0.00% | -20.0% |
Q3 2019 | $59,000 | +47.5% | 405 | +46.7% | 0.01% | +66.7% |
Q2 2019 | $40,000 | +14.3% | 276 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $35,000 | +20.7% | 276 | +4.5% | 0.00% | 0.0% |
Q4 2018 | $29,000 | -12.1% | 264 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $33,000 | -2.9% | 264 | 0.0% | 0.00% | -25.0% |
Q2 2018 | $34,000 | +70.0% | 264 | +27.5% | 0.00% | +100.0% |
Q1 2018 | $20,000 | +900.0% | 207 | +1050.0% | 0.00% | – |
Q1 2016 | $2,000 | +100.0% | 18 | 0.0% | 0.00% | – |
Q4 2015 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
Q3 2015 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
Q2 2015 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
Q1 2015 | $1,000 | -66.7% | 18 | -63.3% | 0.00% | -100.0% |
Q4 2014 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $3,000 | -40.0% | 49 | -30.0% | 0.00% | -50.0% |
Q2 2014 | $5,000 | -16.7% | 70 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $6,000 | +500.0% | 70 | +677.8% | 0.00% | – |
Q4 2013 | $1,000 | 0.0% | 9 | +28.6% | 0.00% | – |
Q3 2013 | $1,000 | – | 7 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Praesidium Investment Management Company, LLC | 298,676 | $64,690,235 | 6.58% |
Select Equity Group, L.P. | 3,945,781 | $854,616,707 | 3.21% |
CEERA INVESTMENTS, LLC | 12,566 | $2,721,670 | 1.72% |
Alamar Capital Management, LLC | 7,329 | $1,587,396 | 1.63% |
AMERICAN CAPITAL MANAGEMENT INC | 184,448 | $39,949,592 | 1.56% |
Kensington Investment Counsel, LLC | 8,913 | $1,930,467 | 1.52% |
Yorktown Management & Research Co Inc | 4,700 | $1,017,973 | 1.24% |
Martin Capital Advisors, LLP | 4,439 | $961,443 | 1.08% |
Covey Capital Advisors, LLC | 3,026 | $655,401 | 1.07% |
2Xideas AG | 46,401 | $10,049,993 | 1.06% |