MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 236 filers reported holding MORNINGSTAR INC in Q1 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,038 | +273.3% | 41,691 | +1395.9% | 0.01% | +66.7% |
Q2 2023 | $546 | -3.5% | 2,787 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $566 | -6.3% | 2,787 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $604 | -99.9% | 2,787 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $592,000 | -12.2% | 2,787 | 0.0% | 0.00% | -25.0% |
Q2 2022 | $674,000 | -11.4% | 2,787 | 0.0% | 0.00% | +33.3% |
Q1 2022 | $761,000 | -20.1% | 2,787 | 0.0% | 0.00% | -25.0% |
Q4 2021 | $953,000 | +32.0% | 2,787 | 0.0% | 0.00% | +33.3% |
Q3 2021 | $722,000 | +0.7% | 2,787 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $717,000 | +14.4% | 2,787 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $627,000 | -2.8% | 2,787 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $645,000 | +44.0% | 2,787 | 0.0% | 0.00% | +50.0% |
Q3 2020 | $448,000 | +14.0% | 2,787 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $393,000 | +21.3% | 2,787 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $324,000 | -23.2% | 2,787 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $422,000 | +3.7% | 2,787 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $407,000 | +1.0% | 2,787 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $403,000 | +14.8% | 2,787 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $351,000 | -7.4% | 2,787 | -19.2% | 0.00% | -33.3% |
Q4 2018 | $379,000 | -12.9% | 3,450 | -0.2% | 0.00% | 0.0% |
Q3 2018 | $435,000 | -2.0% | 3,457 | -0.1% | 0.00% | 0.0% |
Q2 2018 | $444,000 | +32.5% | 3,461 | -1.3% | 0.00% | +50.0% |
Q1 2018 | $335,000 | -1.5% | 3,505 | +0.0% | 0.00% | 0.0% |
Q4 2017 | $340,000 | +18.1% | 3,504 | +3.6% | 0.00% | 0.0% |
Q3 2017 | $288,000 | +8.7% | 3,383 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $265,000 | +0.4% | 3,383 | +0.9% | 0.00% | 0.0% |
Q1 2017 | $264,000 | +6.9% | 3,354 | -0.2% | 0.00% | 0.0% |
Q4 2016 | $247,000 | -18.8% | 3,362 | -12.2% | 0.00% | 0.0% |
Q3 2016 | $304,000 | -15.6% | 3,830 | -13.1% | 0.00% | -33.3% |
Q2 2016 | $360,000 | -39.7% | 4,406 | -34.9% | 0.00% | -40.0% |
Q1 2016 | $597,000 | +9.7% | 6,769 | -0.0% | 0.01% | 0.0% |
Q4 2015 | $544,000 | +0.2% | 6,770 | +0.1% | 0.01% | 0.0% |
Q3 2015 | $543,000 | -3.0% | 6,765 | -3.9% | 0.01% | 0.0% |
Q2 2015 | $560,000 | +1.1% | 7,041 | -4.9% | 0.01% | 0.0% |
Q1 2015 | $554,000 | +15.9% | 7,400 | +0.2% | 0.01% | +25.0% |
Q4 2014 | $478,000 | -4.8% | 7,384 | -0.1% | 0.00% | 0.0% |
Q3 2014 | $502,000 | -5.5% | 7,395 | -0.1% | 0.00% | 0.0% |
Q2 2014 | $531,000 | -9.8% | 7,401 | -0.7% | 0.00% | -20.0% |
Q1 2014 | $589,000 | +1.2% | 7,455 | 0.0% | 0.01% | 0.0% |
Q4 2013 | $582,000 | -1.4% | 7,455 | +0.1% | 0.01% | 0.0% |
Q3 2013 | $590,000 | +1.2% | 7,444 | -0.9% | 0.01% | 0.0% |
Q2 2013 | $583,000 | – | 7,512 | – | 0.01% | – |
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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% |