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 | $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 | 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% |