MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 243 filers reported holding MORNINGSTAR INC in Q3 2019. The put-call ratio across all filers is 0.64 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,179,715 | +104.6% | 26,382 | +71.3% | 0.01% | +100.0% |
| Q2 2023 | $3,020,455 | -12.0% | 15,405 | -8.9% | 0.01% | -14.3% |
| Q1 2023 | $3,432,625 | -26.8% | 16,907 | -21.9% | 0.01% | -30.0% |
| Q4 2022 | $4,688,304 | +2.4% | 21,646 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $4,580,000 | +87.1% | 21,585 | +112.9% | 0.01% | +100.0% |
| Q2 2022 | $2,448,000 | -64.8% | 10,138 | -60.2% | 0.01% | -58.3% |
| Q1 2022 | $6,956,000 | +28.1% | 25,470 | +60.4% | 0.01% | +33.3% |
| Q4 2021 | $5,430,000 | +236.0% | 15,884 | +154.3% | 0.01% | +200.0% |
| Q3 2021 | $1,616,000 | -5.5% | 6,246 | -6.1% | 0.00% | 0.0% |
| Q2 2021 | $1,710,000 | -27.9% | 6,653 | -36.9% | 0.00% | -25.0% |
| Q1 2021 | $2,372,000 | -32.7% | 10,550 | -30.7% | 0.00% | -42.9% |
| Q4 2020 | $3,522,000 | +102.1% | 15,222 | +40.0% | 0.01% | +75.0% |
| Q3 2020 | $1,743,000 | +44.9% | 10,869 | +27.3% | 0.00% | +33.3% |
| Q2 2020 | $1,203,000 | -10.4% | 8,541 | -26.1% | 0.00% | 0.0% |
| Q1 2020 | $1,343,000 | -62.2% | 11,557 | -50.8% | 0.00% | -57.1% |
| Q4 2019 | $3,556,000 | -51.7% | 23,509 | -53.3% | 0.01% | -50.0% |
| Q3 2019 | $7,363,000 | -27.3% | 50,387 | -28.0% | 0.01% | -26.3% |
| Q2 2019 | $10,125,000 | +1.8% | 70,019 | -11.3% | 0.02% | +5.6% |
| Q1 2019 | $9,945,000 | +2.1% | 78,968 | -10.9% | 0.02% | -18.2% |
| Q4 2018 | $9,736,000 | -16.5% | 88,631 | -4.3% | 0.02% | 0.0% |
| Q3 2018 | $11,658,000 | -9.9% | 92,590 | -8.3% | 0.02% | -18.5% |
| Q2 2018 | $12,946,000 | +9.3% | 100,954 | -18.6% | 0.03% | +35.0% |
| Q1 2018 | $11,840,000 | -8.4% | 123,948 | -6.8% | 0.02% | -9.1% |
| Q4 2017 | $12,927,000 | +19.0% | 132,964 | +4.1% | 0.02% | +15.8% |
| Q3 2017 | $10,860,000 | +41.4% | 127,784 | +30.3% | 0.02% | +35.7% |
| Q2 2017 | $7,681,000 | -29.5% | 98,041 | -29.3% | 0.01% | -30.0% |
| Q1 2017 | $10,901,000 | +38.0% | 138,685 | +28.2% | 0.02% | +33.3% |
| Q4 2016 | $7,899,000 | – | 108,180 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praesidium Investment Management Company, LLC | 298,676 | $64,690,235 | 6.58% |
| Select Equity Group, L.P. | 3,945,781 | $854,616,707 | 3.21% |
| CEERA INVESTMENTS, LLC | 12,566 | $2,721,670 | 1.72% |
| Alamar Capital Management, LLC | 7,329 | $1,587,396 | 1.63% |
| AMERICAN CAPITAL MANAGEMENT INC | 184,448 | $39,949,592 | 1.56% |
| Kensington Investment Counsel, LLC | 8,913 | $1,930,467 | 1.52% |
| Yorktown Management & Research Co Inc | 4,700 | $1,017,973 | 1.24% |
| Martin Capital Advisors, LLP | 4,439 | $961,443 | 1.08% |
| Covey Capital Advisors, LLC | 3,026 | $655,401 | 1.07% |
| 2Xideas AG | 46,401 | $10,049,993 | 1.06% |