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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $607,749 | -99.9% | 2,806 | -47.8% | 0.07% | -48.5% |
| Q3 2022 | $1,141,331,000 | -8.5% | 5,376 | +4.2% | 0.13% | -0.8% |
| Q2 2022 | $1,247,800,000 | +76546.2% | 5,160 | -13.4% | 0.13% | -8.9% |
| Q1 2022 | $1,628,000 | -33.8% | 5,960 | -17.1% | 0.15% | -18.9% |
| Q4 2021 | $2,460,000 | +15.7% | 7,193 | -12.4% | 0.18% | +11.1% |
| Q3 2021 | $2,126,000 | +43.6% | 8,209 | +42.5% | 0.16% | +47.3% |
| Q2 2021 | $1,481,000 | +87.5% | 5,761 | +64.1% | 0.11% | +80.3% |
| Q1 2021 | $790,000 | +4.6% | 3,510 | +7.6% | 0.06% | -26.5% |
| Q4 2020 | $755,000 | +42.2% | 3,261 | -1.4% | 0.08% | +43.1% |
| Q3 2020 | $531,000 | +15.7% | 3,307 | +1.7% | 0.06% | +16.0% |
| Q2 2020 | $459,000 | +4.3% | 3,253 | +16.3% | 0.05% | +28.2% |
| Q1 2020 | $440,000 | +41.5% | 2,797 | +36.2% | 0.04% | +44.4% |
| Q4 2019 | $311,000 | -3.7% | 2,054 | -7.1% | 0.03% | -3.6% |
| Q3 2019 | $323,000 | +16.2% | 2,211 | +15.2% | 0.03% | +21.7% |
| Q2 2019 | $278,000 | +6.9% | 1,919 | -6.9% | 0.02% | +9.5% |
| Q1 2019 | $260,000 | -30.1% | 2,062 | -39.1% | 0.02% | -27.6% |
| Q4 2018 | $372,000 | -33.9% | 3,387 | -14.5% | 0.03% | -17.1% |
| Q3 2018 | $563,000 | +2.4% | 3,963 | -7.5% | 0.04% | +6.1% |
| Q2 2018 | $550,000 | +24.4% | 4,286 | -7.4% | 0.03% | +43.5% |
| Q1 2018 | $442,000 | +4.5% | 4,627 | +6.1% | 0.02% | +4.5% |
| Q4 2017 | $423,000 | – | 4,363 | – | 0.02% | – |
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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% |