MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 223 filers reported holding MORNINGSTAR INC in Q1 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,448,272 | +16.2% | 61,681 | -2.7% | 0.68% | +20.7% |
Q2 2023 | $12,428,777 | -4.8% | 63,389 | -1.4% | 0.56% | -13.8% |
Q1 2023 | $13,057,974 | -10.3% | 64,315 | -4.3% | 0.65% | -19.3% |
Q4 2022 | $14,557,770 | -1.5% | 67,213 | -3.5% | 0.80% | -5.8% |
Q3 2022 | $14,786,000 | -12.6% | 69,639 | -0.4% | 0.86% | -8.6% |
Q2 2022 | $16,916,000 | -12.6% | 69,951 | -1.3% | 0.94% | +12.2% |
Q1 2022 | $19,360,000 | -52.4% | 70,871 | -40.4% | 0.83% | -44.9% |
Q4 2021 | $40,635,000 | +30.1% | 118,820 | -1.4% | 1.51% | +27.8% |
Q3 2021 | $31,230,000 | +0.5% | 120,565 | -0.2% | 1.18% | -2.5% |
Q2 2021 | $31,070,000 | +10.2% | 120,842 | -3.5% | 1.21% | +2.0% |
Q1 2021 | $28,186,000 | -5.4% | 125,251 | -2.7% | 1.19% | -10.6% |
Q4 2020 | $29,802,000 | +37.4% | 128,697 | -4.7% | 1.33% | +19.3% |
Q3 2020 | $21,697,000 | +7.9% | 135,090 | -5.3% | 1.12% | -4.2% |
Q2 2020 | $20,104,000 | +20.9% | 142,615 | -0.3% | 1.16% | -13.1% |
Q1 2020 | $16,635,000 | -24.6% | 143,097 | -1.8% | 1.34% | -0.3% |
Q4 2019 | $22,048,000 | +3.3% | 145,713 | -0.2% | 1.34% | -5.9% |
Q3 2019 | $21,347,000 | +0.7% | 146,075 | -0.4% | 1.43% | +5.5% |
Q2 2019 | $21,203,000 | +11.6% | 146,590 | -2.8% | 1.36% | +5.0% |
Q1 2019 | $18,999,000 | +12.4% | 150,796 | -2.0% | 1.29% | -6.4% |
Q4 2018 | $16,906,000 | -14.3% | 153,919 | -1.7% | 1.38% | +1.1% |
Q3 2018 | $19,721,000 | +1.5% | 156,642 | +3.4% | 1.36% | -12.9% |
Q2 2018 | $19,420,000 | +82.7% | 151,425 | +36.0% | 1.57% | +10.4% |
Q1 2018 | $10,632,000 | – | 111,306 | – | 1.42% | – |
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% |