MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 223 filers reported holding MORNINGSTAR INC in Q4 2018. The put-call ratio across all filers is 5.65 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,164,288 | +20.8% | 56,200 | +1.1% | 0.01% | +42.9% |
| Q2 2023 | $10,901,492 | -2.4% | 55,600 | +1.1% | 0.01% | -12.5% |
| Q1 2023 | $11,166,650 | -16.2% | 55,000 | -10.6% | 0.01% | -20.0% |
| Q4 2022 | $13,320,285 | +3.2% | 61,500 | +1.2% | 0.01% | +11.1% |
| Q3 2022 | $12,909,000 | -12.1% | 60,800 | +0.2% | 0.01% | -10.0% |
| Q2 2022 | $14,679,000 | -4.2% | 60,700 | +8.2% | 0.01% | +11.1% |
| Q1 2022 | $15,325,000 | -14.0% | 56,100 | +7.7% | 0.01% | -18.2% |
| Q4 2021 | $17,818,000 | +31.8% | 52,100 | -0.2% | 0.01% | +22.2% |
| Q3 2021 | $13,521,000 | +0.9% | 52,200 | +0.2% | 0.01% | +12.5% |
| Q2 2021 | $13,395,000 | +10.6% | 52,100 | -3.2% | 0.01% | 0.0% |
| Q1 2021 | $12,107,000 | -1.9% | 53,800 | +0.9% | 0.01% | -11.1% |
| Q4 2020 | $12,343,000 | +44.2% | 53,300 | 0.0% | 0.01% | +28.6% |
| Q3 2020 | $8,561,000 | +15.5% | 53,300 | +1.3% | 0.01% | +16.7% |
| Q2 2020 | $7,415,000 | +70.5% | 52,600 | +40.6% | 0.01% | +20.0% |
| Q1 2020 | $4,348,000 | -21.9% | 37,400 | +1.6% | 0.01% | -16.7% |
| Q4 2019 | $5,568,000 | +5.8% | 36,800 | +2.2% | 0.01% | 0.0% |
| Q3 2019 | $5,261,000 | +1.9% | 36,000 | +0.8% | 0.01% | 0.0% |
| Q2 2019 | $5,164,000 | +17.1% | 35,700 | +2.0% | 0.01% | +20.0% |
| Q1 2019 | $4,410,000 | +18.4% | 35,000 | +3.2% | 0.01% | 0.0% |
| Q4 2018 | $3,724,000 | -11.4% | 33,900 | +1.5% | 0.01% | 0.0% |
| Q3 2018 | $4,205,000 | -1.8% | 33,400 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $4,284,000 | +34.3% | 33,400 | 0.0% | 0.01% | +25.0% |
| Q1 2018 | $3,190,000 | +0.6% | 33,400 | +2.1% | 0.00% | +33.3% |
| Q4 2017 | $3,171,000 | +14.1% | 32,700 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,779,000 | +8.5% | 32,700 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,562,000 | +3.1% | 32,700 | +3.5% | 0.00% | 0.0% |
| Q1 2017 | $2,484,000 | +6.9% | 31,600 | 0.0% | 0.00% | -25.0% |
| Q4 2016 | $2,324,000 | -7.2% | 31,600 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $2,505,000 | -6.6% | 31,600 | -3.7% | 0.00% | 0.0% |
| Q2 2016 | $2,682,000 | -5.0% | 32,800 | -0.9% | 0.00% | -20.0% |
| Q1 2016 | $2,823,000 | +29.6% | 33,100 | +22.1% | 0.01% | 0.0% |
| Q4 2015 | $2,179,000 | +0.2% | 27,100 | 0.0% | 0.01% | -16.7% |
| Q3 2015 | $2,175,000 | +15.9% | 27,100 | +14.8% | 0.01% | +20.0% |
| Q2 2015 | $1,877,000 | +6.2% | 23,600 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $1,768,000 | +17.8% | 23,600 | +1.7% | 0.01% | -16.7% |
| Q4 2014 | $1,501,000 | -2.6% | 23,200 | +2.2% | 0.01% | 0.0% |
| Q3 2014 | $1,541,000 | -7.1% | 22,700 | -1.7% | 0.01% | 0.0% |
| Q2 2014 | $1,659,000 | -18.0% | 23,100 | -9.8% | 0.01% | -25.0% |
| Q1 2014 | $2,023,000 | +28.3% | 25,600 | +26.7% | 0.01% | +33.3% |
| Q4 2013 | $1,577,000 | -1.5% | 20,200 | 0.0% | 0.01% | -14.3% |
| Q3 2013 | $1,601,000 | +4.8% | 20,200 | +2.5% | 0.01% | 0.0% |
| Q2 2013 | $1,528,000 | – | 19,700 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 96,126 | $32,874,000 | 14.56% |
| Northern Right Capital Management, L.P. | 54,997 | $18,808,000 | 5.69% |
| Engle Capital Management, L.P. | 69,609 | $23,806,000 | 4.81% |
| Select Equity Group, L.P. | 4,850,288 | $1,658,750,000 | 4.52% |
| Praesidium Investment Management Company, LLC | 226,512 | $77,465,000 | 4.35% |
| Regal Partners Ltd | 72,810 | $24,900,000 | 2.99% |
| CEERA INVESTMENTS, LLC | 13,217 | $4,520,000 | 2.34% |
| BTG Pactual Global Asset Management Ltd | 8,427 | $2,882,000 | 2.06% |
| Alamar Capital Management, LLC | 8,359 | $2,859,000 | 2.06% |
| Kensington Investment Counsel, LLC | 9,980 | $3,413,000 | 1.99% |