MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,280 | +19.5% | 125 | 0.0% | 0.00% | – |
| Q2 2023 | $24,509 | -3.4% | 125 | 0.0% | 0.00% | – |
| Q1 2023 | $25,379 | +111.5% | 125 | +123.2% | 0.00% | – |
| Q3 2022 | $12,000 | +1100.0% | 56 | +833.3% | 0.00% | – |
| Q2 2022 | $1,000 | -100.0% | 6 | -100.0% | 0.00% | -100.0% |
| Q4 2020 | $25,281,000 | +44.2% | 109,172 | 0.0% | 0.17% | +34.1% |
| Q3 2020 | $17,534,000 | +350580.0% | 109,172 | +253788.4% | 0.13% | – |
| Q3 2018 | $5,000 | -78.3% | 43 | -81.9% | 0.00% | – |
| Q4 2017 | $23,000 | +15.0% | 238 | 0.0% | 0.00% | – |
| Q3 2017 | $20,000 | +5.3% | 238 | 0.0% | 0.00% | – |
| Q2 2017 | $19,000 | 0.0% | 238 | 0.0% | 0.00% | – |
| Q1 2017 | $19,000 | +5.6% | 238 | 0.0% | 0.00% | – |
| Q4 2016 | $18,000 | -5.3% | 238 | 0.0% | 0.00% | – |
| Q3 2016 | $19,000 | 0.0% | 238 | 0.0% | 0.00% | – |
| Q2 2016 | $19,000 | -74.7% | 238 | -76.2% | 0.00% | – |
| Q1 2015 | $75,000 | -41.9% | 1,000 | -50.0% | 0.00% | -100.0% |
| Q4 2014 | $129,000 | -5.1% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $136,000 | -5.6% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $144,000 | -54.4% | 2,000 | -50.0% | 0.00% | 0.0% |
| Q1 2014 | $316,000 | +1.3% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $312,000 | -1.6% | 4,000 | 0.0% | 0.00% | -50.0% |
| Q3 2013 | $317,000 | +2.3% | 4,000 | 0.0% | 0.00% | +100.0% |
| Q2 2013 | $310,000 | -11.4% | 4,000 | -20.0% | 0.00% | -50.0% |
| Q1 2013 | $350,000 | – | 5,000 | – | 0.00% | – |
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% |