MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,706,659 | +25.6% | 11,555 | +5.2% | 0.05% | +23.1% |
Q2 2023 | $2,154,473 | +25.2% | 10,988 | +29.6% | 0.04% | +18.2% |
Q1 2023 | $1,721,056 | +4.0% | 8,477 | +11.0% | 0.03% | -2.9% |
Q4 2022 | $1,654,854 | -2.8% | 7,640 | -4.7% | 0.03% | -10.5% |
Q3 2022 | $1,702,000 | -27.9% | 8,018 | -17.9% | 0.04% | -24.0% |
Q2 2022 | $2,362,000 | -26.1% | 9,766 | -16.5% | 0.05% | -10.7% |
Q1 2022 | $3,196,000 | -2.3% | 11,699 | +22.3% | 0.06% | -3.4% |
Q4 2021 | $3,272,000 | +8.3% | 9,567 | -18.0% | 0.06% | +5.5% |
Q3 2021 | $3,020,000 | -23.4% | 11,660 | -24.0% | 0.06% | -27.6% |
Q2 2021 | $3,944,000 | +21.6% | 15,341 | +6.4% | 0.08% | +5.6% |
Q1 2021 | $3,244,000 | +4.8% | 14,415 | +7.8% | 0.07% | -4.0% |
Q4 2020 | $3,096,000 | +48.1% | 13,371 | +2.7% | 0.08% | +17.2% |
Q3 2020 | $2,091,000 | +18.7% | 13,019 | +4.2% | 0.06% | +6.7% |
Q2 2020 | $1,761,000 | -3.8% | 12,493 | +3.2% | 0.06% | +20.0% |
Q4 2019 | $1,831,000 | +4.7% | 12,104 | +1.2% | 0.05% | -19.4% |
Q3 2019 | $1,748,000 | +9.3% | 11,964 | +15.4% | 0.06% | +3.3% |
Q2 2019 | $1,599,000 | +50.6% | 10,368 | +23.0% | 0.06% | +33.3% |
Q1 2019 | $1,062,000 | +77.6% | 8,432 | +54.8% | 0.04% | +73.1% |
Q4 2018 | $598,000 | +7.0% | 5,447 | +22.6% | 0.03% | +18.2% |
Q3 2018 | $559,000 | +48.7% | 4,444 | +51.8% | 0.02% | +29.4% |
Q2 2018 | $376,000 | +49.8% | 2,928 | +11.5% | 0.02% | +41.7% |
Q1 2018 | $251,000 | +23.6% | 2,625 | +25.5% | 0.01% | +20.0% |
Q4 2017 | $203,000 | – | 2,091 | – | 0.01% | – |
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% |