MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 172 filers reported holding MORNINGSTAR INC in Q4 2016. The put-call ratio across all filers is 0.22 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $620,033 | -64.8% | 2,647 | -70.5% | 0.00% | -100.0% |
| Q2 2023 | $1,762,082 | +30.3% | 8,987 | +35.0% | 0.00% | – |
| Q1 2023 | $1,351,976 | +73.6% | 6,659 | +85.2% | 0.00% | – |
| Q4 2022 | $778,858 | -41.7% | 3,596 | -42.9% | 0.00% | -100.0% |
| Q3 2022 | $1,337,000 | -60.4% | 6,295 | -54.9% | 0.00% | 0.0% |
| Q2 2022 | $3,376,000 | +9.9% | 13,959 | +24.2% | 0.00% | 0.0% |
| Q1 2022 | $3,072,000 | -45.6% | 11,240 | -32.0% | 0.00% | -50.0% |
| Q4 2021 | $5,652,000 | +201.9% | 16,526 | +128.7% | 0.00% | +100.0% |
| Q3 2021 | $1,872,000 | -38.4% | 7,225 | -38.8% | 0.00% | 0.0% |
| Q2 2021 | $3,037,000 | +43.8% | 11,813 | +25.9% | 0.00% | 0.0% |
| Q1 2021 | $2,112,000 | -51.8% | 9,386 | -50.4% | 0.00% | 0.0% |
| Q4 2020 | $4,384,000 | -16.4% | 18,931 | -42.0% | 0.00% | -50.0% |
| Q3 2020 | $5,245,000 | +28.5% | 32,660 | +12.8% | 0.00% | 0.0% |
| Q2 2020 | $4,081,000 | +330.0% | 28,946 | +254.5% | 0.00% | – |
| Q1 2020 | $949,000 | -55.0% | 8,165 | -41.4% | 0.00% | -100.0% |
| Q4 2019 | $2,109,000 | +15.7% | 13,938 | +11.7% | 0.00% | 0.0% |
| Q3 2019 | $1,823,000 | -8.1% | 12,473 | -9.0% | 0.00% | 0.0% |
| Q2 2019 | $1,983,000 | +3.3% | 13,711 | -10.0% | 0.00% | 0.0% |
| Q1 2019 | $1,919,000 | +43.2% | 15,229 | +24.8% | 0.00% | 0.0% |
| Q4 2018 | $1,340,000 | +8.7% | 12,201 | +24.6% | 0.00% | – |
| Q3 2018 | $1,233,000 | -17.1% | 9,789 | -15.6% | 0.00% | -100.0% |
| Q2 2018 | $1,487,000 | -25.3% | 11,594 | -44.4% | 0.00% | 0.0% |
| Q1 2018 | $1,991,000 | -5.2% | 20,852 | -3.7% | 0.00% | 0.0% |
| Q4 2017 | $2,100,000 | -64.5% | 21,661 | -68.9% | 0.00% | -66.7% |
| Q3 2017 | $5,915,000 | +13.6% | 69,590 | +4.7% | 0.00% | 0.0% |
| Q2 2017 | $5,207,000 | +447.5% | 66,464 | +449.3% | 0.00% | +200.0% |
| Q1 2017 | $951,000 | -31.8% | 12,100 | -36.2% | 0.00% | 0.0% |
| Q4 2016 | $1,394,000 | +25.8% | 18,951 | +35.6% | 0.00% | 0.0% |
| Q3 2016 | $1,108,000 | +18.9% | 13,977 | +22.7% | 0.00% | 0.0% |
| Q2 2016 | $932,000 | +13.0% | 11,390 | +21.8% | 0.00% | 0.0% |
| Q1 2016 | $825,000 | -65.3% | 9,348 | -68.4% | 0.00% | -50.0% |
| Q4 2015 | $2,380,000 | +250.0% | 29,601 | +249.3% | 0.00% | – |
| Q3 2015 | $680,000 | -42.5% | 8,474 | -43.0% | 0.00% | -100.0% |
| Q2 2015 | $1,183,000 | -79.0% | 14,866 | -80.2% | 0.00% | -75.0% |
| Q1 2015 | $5,632,000 | +19.5% | 75,183 | +3.3% | 0.00% | +33.3% |
| Q4 2014 | $4,712,000 | – | 72,815 | – | 0.00% | – |
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% |