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 | $852,399 | +15.7% | 3,639 | -3.1% | 0.02% | +15.0% |
| Q2 2023 | $736,439 | -0.7% | 3,756 | +2.8% | 0.02% | -4.8% |
| Q1 2023 | $741,871 | -4.8% | 3,654 | +1.6% | 0.02% | -12.5% |
| Q4 2022 | $778,877 | +2.8% | 3,596 | +0.6% | 0.02% | -11.1% |
| Q3 2022 | $758,000 | -40.3% | 3,573 | -31.9% | 0.03% | -37.2% |
| Q2 2022 | $1,270,000 | -11.7% | 5,247 | -0.3% | 0.04% | +2.4% |
| Q1 2022 | $1,438,000 | +60.7% | 5,264 | +101.1% | 0.04% | +61.5% |
| Q4 2021 | $895,000 | +28.8% | 2,618 | -2.4% | 0.03% | +18.2% |
| Q3 2021 | $695,000 | -21.4% | 2,682 | -22.0% | 0.02% | -21.4% |
| Q2 2021 | $884,000 | +13.9% | 3,440 | -0.2% | 0.03% | -3.4% |
| Q1 2021 | $776,000 | -3.5% | 3,446 | -0.9% | 0.03% | -9.4% |
| Q4 2020 | $804,000 | +40.8% | 3,476 | -2.1% | 0.03% | +18.5% |
| Q3 2020 | $571,000 | +18.5% | 3,550 | +3.8% | 0.03% | +3.8% |
| Q2 2020 | $482,000 | +18.4% | 3,419 | -2.3% | 0.03% | -3.7% |
| Q1 2020 | $407,000 | -20.4% | 3,498 | +3.6% | 0.03% | 0.0% |
| Q4 2019 | $511,000 | +3.9% | 3,378 | -0.9% | 0.03% | -10.0% |
| Q3 2019 | $492,000 | 0.0% | 3,407 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $492,000 | +30.2% | 3,407 | +13.8% | 0.03% | +11.1% |
| Q1 2019 | $378,000 | +24.3% | 2,993 | +8.2% | 0.03% | 0.0% |
| Q4 2018 | $304,000 | +7.8% | 2,766 | +23.6% | 0.03% | +28.6% |
| Q3 2018 | $282,000 | -21.2% | 2,237 | -15.7% | 0.02% | -22.2% |
| Q2 2018 | $358,000 | +3.5% | 2,653 | -26.9% | 0.03% | -3.6% |
| Q1 2018 | $346,000 | +27.2% | 3,627 | +29.1% | 0.03% | +16.7% |
| Q4 2017 | $272,000 | +3785.7% | 2,809 | +3455.7% | 0.02% | +2300.0% |
| Q3 2017 | $7,000 | +16.7% | 79 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | +20.0% | 79 | +23.4% | 0.00% | 0.0% |
| Q1 2017 | $5,000 | – | 64 | – | 0.00% | – |
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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% |