MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 236 filers reported holding MORNINGSTAR INC in Q1 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,264,896 | -7.8% | 5,400 | -22.9% | 0.05% | -4.2% |
| Q2 2023 | $1,372,490 | +9.0% | 7,000 | +12.9% | 0.05% | +4.3% |
| Q1 2023 | $1,258,786 | +16.2% | 6,200 | +24.0% | 0.05% | 0.0% |
| Q4 2022 | $1,082,950 | +2.0% | 5,000 | 0.0% | 0.05% | +4.5% |
| Q3 2022 | $1,062,000 | +9.8% | 5,000 | +25.0% | 0.04% | +25.7% |
| Q2 2022 | $967,000 | -11.5% | 4,000 | 0.0% | 0.04% | +12.9% |
| Q1 2022 | $1,093,000 | -20.1% | 4,000 | 0.0% | 0.03% | -13.9% |
| Q4 2021 | $1,368,000 | -0.4% | 4,000 | -24.5% | 0.04% | -10.0% |
| Q3 2021 | $1,373,000 | +0.7% | 5,300 | 0.0% | 0.04% | -4.8% |
| Q2 2021 | $1,363,000 | +14.2% | 5,300 | 0.0% | 0.04% | +5.0% |
| Q1 2021 | $1,193,000 | -12.7% | 5,300 | -10.2% | 0.04% | -7.0% |
| Q4 2020 | $1,366,000 | +30.8% | 5,900 | -9.2% | 0.04% | +7.5% |
| Q3 2020 | $1,044,000 | -2.5% | 6,500 | -14.5% | 0.04% | -7.0% |
| Q2 2020 | $1,071,000 | +1.2% | 7,600 | -16.5% | 0.04% | 0.0% |
| Q1 2020 | $1,058,000 | -17.7% | 9,100 | +7.1% | 0.04% | +7.5% |
| Q4 2019 | $1,286,000 | -5.4% | 8,500 | -8.6% | 0.04% | -16.7% |
| Q3 2019 | $1,359,000 | -17.6% | 9,300 | -18.4% | 0.05% | -11.1% |
| Q2 2019 | $1,649,000 | -3.1% | 11,400 | -15.6% | 0.05% | -6.9% |
| Q1 2019 | $1,701,000 | +40.8% | 13,500 | +22.7% | 0.06% | +31.8% |
| Q4 2018 | $1,208,000 | +1.0% | 11,000 | +15.8% | 0.04% | +22.2% |
| Q3 2018 | $1,196,000 | -1.8% | 9,500 | 0.0% | 0.04% | -2.7% |
| Q2 2018 | $1,218,000 | -29.1% | 9,500 | -47.2% | 0.04% | -33.9% |
| Q1 2018 | $1,719,000 | -17.6% | 18,000 | -16.3% | 0.06% | -28.2% |
| Q4 2017 | $2,085,000 | +14.1% | 21,500 | 0.0% | 0.08% | -3.7% |
| Q3 2017 | $1,827,000 | +8.5% | 21,500 | 0.0% | 0.08% | -9.0% |
| Q2 2017 | $1,684,000 | – | 21,500 | – | 0.09% | – |
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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% |