MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $80,476,432 | -46.9% | 343,564 | -55.6% | 0.01% | -43.8% |
Q2 2023 | $151,643,767 | -14.3% | 773,416 | -11.2% | 0.02% | -27.3% |
Q1 2023 | $176,911,000 | +97795.0% | 871,362 | +4.4% | 0.02% | -8.3% |
Q4 2022 | $180,715 | -99.9% | 834,364 | +4.9% | 0.02% | 0.0% |
Q3 2022 | $168,863,000 | -11.3% | 795,328 | +1.0% | 0.02% | -11.1% |
Q2 2022 | $190,407,000 | -5.0% | 787,356 | +7.3% | 0.03% | +12.5% |
Q1 2022 | $200,402,000 | +1.7% | 733,609 | +27.3% | 0.02% | +4.3% |
Q4 2021 | $197,104,000 | +59.0% | 576,347 | +20.5% | 0.02% | +53.3% |
Q3 2021 | $123,938,000 | -12.9% | 478,474 | -13.6% | 0.02% | -11.8% |
Q2 2021 | $142,335,000 | +5.9% | 553,596 | -7.3% | 0.02% | -5.6% |
Q1 2021 | $134,387,000 | -14.8% | 597,167 | -12.3% | 0.02% | -21.7% |
Q4 2020 | $157,754,000 | +19.6% | 681,234 | -17.7% | 0.02% | +4.5% |
Q3 2020 | $131,904,000 | +13.4% | 828,027 | +0.3% | 0.02% | 0.0% |
Q2 2020 | $116,360,000 | +26.5% | 825,420 | +4.3% | 0.02% | 0.0% |
Q1 2020 | $91,974,000 | -14.8% | 791,174 | +10.9% | 0.02% | +10.0% |
Q4 2019 | $107,978,000 | +7.5% | 713,620 | +3.8% | 0.02% | 0.0% |
Q3 2019 | $100,486,000 | +3.0% | 687,598 | +0.9% | 0.02% | +5.3% |
Q2 2019 | $97,555,000 | +15.6% | 681,154 | +1.7% | 0.02% | +11.8% |
Q1 2019 | $84,405,000 | +20.7% | 669,927 | +5.3% | 0.02% | +6.2% |
Q4 2018 | $69,909,000 | -5.5% | 636,469 | +8.4% | 0.02% | +14.3% |
Q3 2018 | $73,954,000 | -11.0% | 587,395 | -9.3% | 0.01% | -17.6% |
Q2 2018 | $83,080,000 | +2.2% | 647,787 | -23.9% | 0.02% | 0.0% |
Q1 2018 | $81,295,000 | -5.4% | 851,087 | -3.9% | 0.02% | -5.6% |
Q4 2017 | $85,902,000 | -0.0% | 885,853 | -12.4% | 0.02% | -5.3% |
Q3 2017 | $85,940,000 | -15.8% | 1,011,762 | -22.4% | 0.02% | -17.4% |
Q2 2017 | $102,106,000 | -7.2% | 1,303,386 | -6.9% | 0.02% | -8.0% |
Q1 2017 | $110,018,000 | +16.9% | 1,399,708 | +9.4% | 0.02% | +8.7% |
Q4 2016 | $94,136,000 | +22.7% | 1,279,725 | +32.2% | 0.02% | +21.1% |
Q3 2016 | $76,732,000 | +14.9% | 967,987 | +18.5% | 0.02% | +11.8% |
Q2 2016 | $66,797,000 | +1.6% | 816,777 | +9.6% | 0.02% | 0.0% |
Q1 2016 | $65,761,000 | +18.6% | 744,989 | +8.1% | 0.02% | +21.4% |
Q4 2015 | $55,429,000 | -2.2% | 689,335 | -2.4% | 0.01% | -6.7% |
Q3 2015 | $56,661,000 | -5.3% | 705,972 | -6.1% | 0.02% | +7.1% |
Q2 2015 | $59,830,000 | +8.3% | 752,119 | +2.0% | 0.01% | +7.7% |
Q1 2015 | $55,243,000 | +21.5% | 737,453 | +5.0% | 0.01% | +30.0% |
Q4 2014 | $45,461,000 | +3.7% | 702,535 | +8.9% | 0.01% | 0.0% |
Q3 2014 | $43,818,000 | +8.4% | 645,325 | +14.6% | 0.01% | 0.0% |
Q2 2014 | $40,441,000 | +1.4% | 563,158 | +11.6% | 0.01% | -9.1% |
Q1 2014 | $39,887,000 | +1.1% | 504,783 | -0.1% | 0.01% | 0.0% |
Q4 2013 | $39,469,000 | -0.2% | 505,421 | +1.3% | 0.01% | -8.3% |
Q3 2013 | $39,532,000 | +5.1% | 498,757 | +2.9% | 0.01% | 0.0% |
Q2 2013 | $37,613,000 | – | 484,824 | – | 0.01% | – |
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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% |