MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q3 2022. The put-call ratio across all filers is 4.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $569,437 | +22.9% | 2,431 | +2.9% | 0.00% | 0.0% |
| Q2 2023 | $463,156 | +2.8% | 2,362 | +6.5% | 0.00% | 0.0% |
| Q1 2023 | $450,361 | +2.4% | 2,218 | +9.2% | 0.00% | 0.0% |
| Q4 2022 | $439,937 | +5.2% | 2,031 | +3.3% | 0.00% | 0.0% |
| Q3 2022 | $418,000 | +2.5% | 1,967 | +16.5% | 0.00% | 0.0% |
| Q2 2022 | $408,000 | 0.0% | 1,689 | +13.0% | 0.00% | 0.0% |
| Q1 2022 | $408,000 | -19.0% | 1,495 | +1.4% | 0.00% | 0.0% |
| Q4 2021 | $504,000 | +38.5% | 1,474 | +4.8% | 0.00% | 0.0% |
| Q3 2021 | $364,000 | +1.7% | 1,406 | +0.9% | 0.00% | 0.0% |
| Q2 2021 | $358,000 | +5.9% | 1,394 | -7.1% | 0.00% | 0.0% |
| Q1 2021 | $338,000 | +4.6% | 1,501 | +7.7% | 0.00% | 0.0% |
| Q4 2020 | $323,000 | +41.7% | 1,394 | -1.8% | 0.00% | 0.0% |
| Q3 2020 | $228,000 | +14.0% | 1,420 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $200,000 | -25.4% | 1,420 | -20.0% | 0.00% | 0.0% |
| Q4 2019 | $268,000 | +2.3% | 1,774 | -1.0% | 0.00% | 0.0% |
| Q3 2019 | $262,000 | +3.6% | 1,792 | +2.6% | 0.00% | 0.0% |
| Q2 2019 | $253,000 | +15.0% | 1,747 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $220,000 | +6.3% | 1,747 | -7.3% | 0.00% | 0.0% |
| Q4 2018 | $207,000 | -8.8% | 1,885 | +4.3% | 0.00% | 0.0% |
| Q3 2018 | $227,000 | +4.6% | 1,807 | +6.7% | 0.00% | 0.0% |
| Q2 2018 | $217,000 | +1176.5% | 1,694 | +666.5% | 0.00% | – |
| Q2 2017 | $17,000 | +13.3% | 221 | +19.5% | 0.00% | – |
| Q1 2017 | $15,000 | +87.5% | 185 | +76.2% | 0.00% | – |
| Q4 2016 | $8,000 | 0.0% | 105 | +8.2% | 0.00% | – |
| Q3 2016 | $8,000 | +60.0% | 97 | +51.6% | 0.00% | – |
| Q2 2016 | $5,000 | -73.7% | 64 | -70.4% | 0.00% | – |
| Q1 2016 | $19,000 | +111.1% | 216 | +98.2% | 0.00% | – |
| Q4 2015 | $9,000 | +80.0% | 109 | +70.3% | 0.00% | – |
| Q3 2015 | $5,000 | -81.5% | 64 | -84.4% | 0.00% | – |
| Q4 2014 | $27,000 | -3.6% | 410 | 0.0% | 0.00% | – |
| Q3 2014 | $28,000 | +33.3% | 410 | +37.6% | 0.00% | – |
| Q2 2014 | $21,000 | +23.5% | 298 | +41.9% | 0.00% | – |
| Q1 2014 | $17,000 | +6.2% | 210 | 0.0% | 0.00% | – |
| Q4 2013 | $16,000 | -5.9% | 210 | 0.0% | 0.00% | – |
| Q3 2013 | $17,000 | – | 210 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 127,326 | $32,737,000 | 10.55% |
| Northern Right Capital Management, L.P. | 61,108 | $15,711,000 | 4.60% |
| Praesidium Investment Management Company, LLC | 235,012 | $60,424,000 | 3.22% |
| Select Equity Group, L.P. | 3,636,995 | $935,107,785,000 | 3.20% |
| CEERA INVESTMENTS, LLC | 13,467 | $3,463,000 | 2.63% |
| Regal Partners Ltd | 78,784 | $20,256,000 | 1.60% |
| Kensington Investment Counsel, LLC | 8,971 | $2,307,000 | 1.58% |
| AMERICAN CAPITAL MANAGEMENT INC | 192,325 | $49,449,000 | 1.38% |
| Yorktown Management & Research Co Inc | 6,400 | $1,646,000 | 1.29% |
| Stanley-Laman Group, Ltd. | 33,594 | $8,637,000 | 1.23% |