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 | $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 | 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% |