MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $101,786,313 | +19.4% | 434,539 | -0.0% | 0.01% | +28.6% |
| Q2 2023 | $85,241,151 | -48.9% | 434,749 | -47.0% | 0.01% | -12.5% |
| Q1 2023 | $166,687,856 | +65.2% | 821,002 | +76.2% | 0.01% | -20.0% |
| Q4 2022 | $100,920,327 | -20.7% | 465,951 | -22.2% | 0.01% | -23.1% |
| Q3 2022 | $127,210,000 | -35.8% | 599,143 | -26.9% | 0.01% | -35.0% |
| Q2 2022 | $198,159,000 | -12.7% | 819,418 | -1.3% | 0.02% | +11.1% |
| Q1 2022 | $226,861,000 | -23.7% | 830,476 | -4.4% | 0.02% | -18.2% |
| Q4 2021 | $297,235,000 | +24.2% | 869,129 | -5.9% | 0.02% | +15.8% |
| Q3 2021 | $239,274,000 | +24.9% | 923,732 | +24.0% | 0.02% | +26.7% |
| Q2 2021 | $191,561,000 | +10.6% | 745,053 | -3.2% | 0.02% | 0.0% |
| Q1 2021 | $173,142,000 | -21.9% | 769,382 | -19.7% | 0.02% | -25.0% |
| Q4 2020 | $221,829,000 | +18.1% | 957,934 | -18.1% | 0.02% | +5.3% |
| Q3 2020 | $187,771,000 | -0.3% | 1,169,107 | -12.5% | 0.02% | -9.5% |
| Q2 2020 | $188,372,000 | -6.0% | 1,336,249 | -22.5% | 0.02% | -25.0% |
| Q1 2020 | $200,332,000 | -31.2% | 1,723,281 | -10.5% | 0.03% | -12.5% |
| Q4 2019 | $291,188,000 | -3.6% | 1,924,449 | -6.9% | 0.03% | -11.1% |
| Q3 2019 | $302,039,000 | +0.6% | 2,066,780 | -0.4% | 0.04% | +2.9% |
| Q2 2019 | $300,152,000 | +53.3% | 2,075,165 | +33.5% | 0.04% | +52.2% |
| Q1 2019 | $195,833,000 | +45.1% | 1,554,353 | +26.5% | 0.02% | +27.8% |
| Q4 2018 | $134,940,000 | +37.2% | 1,228,505 | +57.2% | 0.02% | +63.6% |
| Q3 2018 | $98,378,000 | +2.6% | 781,394 | +4.5% | 0.01% | 0.0% |
| Q2 2018 | $95,910,000 | +647.7% | 747,835 | +456.8% | 0.01% | +450.0% |
| Q1 2018 | $12,828,000 | +16.6% | 134,301 | +18.4% | 0.00% | +100.0% |
| Q4 2017 | $11,002,000 | +202.3% | 113,460 | +141.9% | 0.00% | 0.0% |
| Q2 2013 | $3,639,000 | – | 46,900 | – | 0.00% | – |
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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% |