MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,975 | +177.5% | 98,083 | +132.3% | 0.01% | +180.0% |
| Q2 2023 | $8,278 | +299.5% | 42,218 | +313.7% | 0.01% | +400.0% |
| Q1 2023 | $2,072 | -8.0% | 10,204 | -1.9% | 0.00% | 0.0% |
| Q4 2022 | $2,253 | -99.9% | 10,401 | -32.7% | 0.00% | -75.0% |
| Q3 2022 | $3,281,000 | -36.3% | 15,452 | -27.4% | 0.00% | +33.3% |
| Q2 2022 | $5,150,000 | -14.4% | 21,298 | -3.3% | 0.00% | -40.0% |
| Q1 2022 | $6,015,000 | -2.4% | 22,017 | +22.1% | 0.01% | +400.0% |
| Q4 2021 | $6,166,000 | +99.9% | 18,028 | +51.4% | 0.00% | 0.0% |
| Q3 2021 | $3,085,000 | -5.6% | 11,909 | -6.3% | 0.00% | -50.0% |
| Q2 2021 | $3,269,000 | +20.1% | 12,711 | +5.2% | 0.00% | +100.0% |
| Q1 2021 | $2,721,000 | +62.1% | 12,086 | +66.7% | 0.00% | 0.0% |
| Q4 2020 | $1,679,000 | +11892.9% | 7,250 | +8330.2% | 0.00% | – |
| Q3 2020 | $14,000 | -99.3% | 86 | -99.4% | 0.00% | -100.0% |
| Q2 2020 | $2,066,000 | +2894.2% | 14,650 | +2341.7% | 0.00% | – |
| Q1 2020 | $69,000 | -90.6% | 600 | -87.6% | 0.00% | – |
| Q4 2019 | $733,000 | -64.9% | 4,843 | -66.1% | 0.00% | -100.0% |
| Q3 2019 | $2,087,000 | +38.9% | 14,286 | +37.4% | 0.00% | 0.0% |
| Q2 2019 | $1,503,000 | -51.5% | 10,397 | -57.7% | 0.00% | -50.0% |
| Q1 2019 | $3,096,000 | +80.5% | 24,565 | +57.5% | 0.00% | +100.0% |
| Q4 2018 | $1,715,000 | -26.1% | 15,601 | -15.3% | 0.00% | 0.0% |
| Q3 2018 | $2,320,000 | +152.4% | 18,426 | +157.1% | 0.00% | 0.0% |
| Q2 2018 | $919,000 | +847.4% | 7,168 | +605.5% | 0.00% | – |
| Q1 2018 | $97,000 | -63.8% | 1,016 | -63.3% | 0.00% | – |
| Q4 2017 | $268,000 | -56.2% | 2,771 | -61.5% | 0.00% | – |
| Q3 2017 | $612,000 | -5.4% | 7,205 | -12.7% | 0.00% | – |
| Q2 2017 | $647,000 | +84.9% | 8,250 | +85.4% | 0.00% | – |
| Q1 2017 | $350,000 | -17.5% | 4,449 | -22.9% | 0.00% | – |
| Q4 2016 | $424,000 | +505.7% | 5,767 | +565.2% | 0.00% | – |
| Q3 2016 | $70,000 | -28.6% | 867 | -27.7% | 0.00% | – |
| Q2 2016 | $98,000 | -33.8% | 1,199 | -28.5% | 0.00% | – |
| Q1 2016 | $148,000 | +492.0% | 1,677 | +442.7% | 0.00% | – |
| Q4 2015 | $25,000 | +4.2% | 309 | +1.3% | 0.00% | – |
| Q3 2015 | $24,000 | 0.0% | 305 | -1.0% | 0.00% | – |
| Q2 2015 | $24,000 | -66.7% | 308 | -68.2% | 0.00% | – |
| Q1 2015 | $72,000 | +323.5% | 970 | +257.9% | 0.00% | – |
| Q4 2014 | $17,000 | -64.6% | 271 | -62.3% | 0.00% | – |
| Q3 2014 | $48,000 | -68.4% | 719 | -66.6% | 0.00% | – |
| Q2 2014 | $152,000 | +83.1% | 2,150 | +106.7% | 0.00% | – |
| Q1 2014 | $83,000 | -8.8% | 1,040 | -10.4% | 0.00% | – |
| Q4 2013 | $91,000 | +26.4% | 1,161 | +27.2% | 0.00% | – |
| Q3 2013 | $72,000 | -79.9% | 913 | -80.2% | 0.00% | – |
| Q2 2013 | $358,000 | – | 4,606 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 73,374 | $17,744,000 | 22.50% |
| Praesidium Investment Management Company, LLC | 297,952 | $72,054,000 | 6.29% |
| Select Equity Group, L.P. | 4,097,822 | $990,976,000 | 3.17% |
| Regal Partners Ltd | 55,640 | $13,455,000 | 2.29% |
| Alamar Capital Management, LLC | 8,229 | $1,990,000 | 2.25% |
| Kensington Investment Counsel, LLC | 8,862 | $2,143,000 | 1.83% |
| CEERA INVESTMENTS, LLC | 13,009 | $3,146,000 | 1.80% |
| Covey Capital Advisors, LLC | 4,823 | $1,166,000 | 1.72% |
| AMERICAN CAPITAL MANAGEMENT INC | 183,683 | $44,420,000 | 1.66% |
| Yorktown Management & Research Co Inc | 4,700 | $1,137,000 | 1.47% |