MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 239 filers reported holding MORNINGSTAR INC in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,337,656 | +17.0% | 18,518 | -2.1% | 0.40% | +15.6% |
| Q2 2023 | $3,708,076 | -4.3% | 18,912 | -0.9% | 0.35% | -10.8% |
| Q1 2023 | $3,873,609 | -6.4% | 19,079 | -0.1% | 0.39% | -12.0% |
| Q4 2022 | $4,137,519 | +0.0% | 19,103 | -1.9% | 0.44% | -4.1% |
| Q3 2022 | $4,136,000 | -12.4% | 19,481 | -0.3% | 0.46% | -7.6% |
| Q2 2022 | $4,724,000 | -12.9% | 19,533 | -1.6% | 0.50% | +4.0% |
| Q1 2022 | $5,421,000 | -31.2% | 19,843 | -13.8% | 0.48% | -23.2% |
| Q4 2021 | $7,874,000 | +31.5% | 23,023 | -0.4% | 0.62% | +20.9% |
| Q3 2021 | $5,987,000 | -0.3% | 23,113 | -1.0% | 0.52% | +1.0% |
| Q2 2021 | $6,003,000 | +7.6% | 23,349 | -0.7% | 0.51% | +5.8% |
| Q1 2021 | $5,579,000 | +4.5% | 23,518 | +2.0% | 0.48% | -4.9% |
| Q4 2020 | $5,337,000 | +42.5% | 23,048 | -1.1% | 0.51% | +25.1% |
| Q3 2020 | $3,744,000 | +7.2% | 23,313 | -5.9% | 0.41% | -19.4% |
| Q2 2020 | $3,493,000 | +25.9% | 24,781 | +3.8% | 0.50% | +5.4% |
| Q1 2020 | $2,774,000 | -18.7% | 23,864 | +5.8% | 0.48% | -1.8% |
| Q4 2019 | $3,414,000 | +2.6% | 22,563 | -0.9% | 0.49% | -4.1% |
| Q3 2019 | $3,327,000 | +3.1% | 22,768 | +2.1% | 0.51% | -0.8% |
| Q2 2019 | $3,226,000 | +9.9% | 22,305 | -4.2% | 0.51% | +11.3% |
| Q1 2019 | $2,935,000 | +12.2% | 23,293 | -2.2% | 0.46% | -1.7% |
| Q4 2018 | $2,617,000 | -4.1% | 23,829 | +10.0% | 0.47% | +13.6% |
| Q3 2018 | $2,728,000 | -3.0% | 21,666 | -1.1% | 0.41% | -10.4% |
| Q2 2018 | $2,811,000 | +33.2% | 21,916 | -0.8% | 0.46% | +28.5% |
| Q1 2018 | $2,111,000 | -0.1% | 22,101 | +1.4% | 0.36% | -0.6% |
| Q4 2017 | $2,113,000 | +15.5% | 21,786 | +1.2% | 0.36% | +10.1% |
| Q3 2017 | $1,829,000 | +2.2% | 21,526 | -5.8% | 0.33% | +6.5% |
| Q2 2017 | $1,790,000 | +24.2% | 22,846 | +16.0% | 0.31% | +10.8% |
| Q1 2017 | $1,441,000 | +4.4% | 19,701 | +5.0% | 0.28% | -3.5% |
| Q4 2016 | $1,380,000 | -3.1% | 18,756 | +4.4% | 0.29% | -16.6% |
| Q3 2016 | $1,424,000 | -1.9% | 17,961 | +1.1% | 0.34% | +7.8% |
| Q2 2016 | $1,452,000 | -7.8% | 17,761 | -0.4% | 0.32% | -24.9% |
| Q1 2016 | $1,575,000 | +9.5% | 17,840 | -0.3% | 0.42% | +30.4% |
| Q4 2015 | $1,439,000 | -5.4% | 17,900 | -5.5% | 0.33% | -9.2% |
| Q3 2015 | $1,521,000 | +2.4% | 18,950 | +1.4% | 0.36% | +10.8% |
| Q2 2015 | $1,486,000 | +7.9% | 18,685 | +1.7% | 0.32% | +4.9% |
| Q1 2015 | $1,377,000 | +22.3% | 18,380 | +5.6% | 0.31% | +19.8% |
| Q4 2014 | $1,126,000 | +0.4% | 17,405 | +5.3% | 0.26% | -4.1% |
| Q3 2014 | $1,122,000 | -9.1% | 16,525 | -4.0% | 0.27% | -9.7% |
| Q2 2014 | $1,235,000 | -3.1% | 17,205 | +6.6% | 0.30% | -8.0% |
| Q1 2014 | $1,275,000 | +4.6% | 16,140 | +3.4% | 0.32% | -0.9% |
| Q4 2013 | $1,219,000 | +1.8% | 15,605 | +3.3% | 0.33% | -7.6% |
| Q3 2013 | $1,197,000 | +1.9% | 15,105 | -0.3% | 0.35% | -3.3% |
| Q2 2013 | $1,175,000 | – | 15,150 | – | 0.37% | – |
Download | ||||||
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% |