MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 269 filers reported holding MORNINGSTAR INC in Q3 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,302,337 | +19.9% | 295,852 | +0.4% | 0.02% | +27.8% |
| Q2 2023 | $57,785,030 | -4.2% | 294,731 | -0.8% | 0.02% | -10.0% |
| Q1 2023 | $60,335,943 | +92141.3% | 297,202 | -1.6% | 0.02% | +5.3% |
| Q4 2022 | $65,411 | -99.9% | 301,994 | -1.3% | 0.02% | -24.0% |
| Q3 2022 | $64,948,000 | -12.2% | 305,888 | +0.0% | 0.02% | -7.4% |
| Q2 2022 | $73,939,000 | -14.2% | 305,766 | -3.0% | 0.03% | 0.0% |
| Q1 2022 | $86,154,000 | -19.7% | 315,365 | +0.5% | 0.03% | -15.6% |
| Q4 2021 | $107,296,000 | +31.5% | 313,742 | -0.4% | 0.03% | +23.1% |
| Q3 2021 | $81,600,000 | +1.2% | 314,998 | +0.4% | 0.03% | 0.0% |
| Q2 2021 | $80,665,000 | +13.5% | 313,741 | -0.7% | 0.03% | +8.3% |
| Q1 2021 | $71,095,000 | -2.0% | 315,910 | +0.9% | 0.02% | -7.7% |
| Q4 2020 | $72,511,000 | +43.4% | 313,144 | -0.5% | 0.03% | +23.8% |
| Q3 2020 | $50,548,000 | +14.3% | 314,747 | +0.3% | 0.02% | +10.5% |
| Q2 2020 | $44,225,000 | +20.8% | 313,727 | -0.4% | 0.02% | 0.0% |
| Q1 2020 | $36,608,000 | -22.5% | 314,904 | +0.8% | 0.02% | +11.8% |
| Q4 2019 | $47,246,000 | +2.3% | 312,255 | -1.2% | 0.02% | -5.6% |
| Q3 2019 | $46,203,000 | +1.2% | 316,154 | +0.2% | 0.02% | 0.0% |
| Q2 2019 | $45,646,000 | +7.1% | 315,593 | -6.7% | 0.02% | +5.9% |
| Q1 2019 | $42,609,000 | +0.3% | 338,209 | -12.5% | 0.02% | -10.5% |
| Q4 2018 | $42,470,000 | -14.7% | 386,639 | -2.3% | 0.02% | 0.0% |
| Q3 2018 | $49,810,000 | -1.0% | 395,633 | +0.9% | 0.02% | -5.0% |
| Q2 2018 | $50,310,000 | +33.5% | 392,280 | -0.6% | 0.02% | +25.0% |
| Q1 2018 | $37,698,000 | +4.8% | 394,658 | +6.4% | 0.02% | +6.7% |
| Q4 2017 | $35,977,000 | +20.2% | 371,002 | +5.4% | 0.02% | +15.4% |
| Q3 2017 | $29,928,000 | +21.2% | 352,135 | +11.7% | 0.01% | +18.2% |
| Q2 2017 | $24,695,000 | +18.8% | 315,221 | +19.2% | 0.01% | +10.0% |
| Q1 2017 | $20,787,000 | +11.6% | 264,474 | +4.5% | 0.01% | +11.1% |
| Q4 2016 | $18,623,000 | -8.7% | 253,175 | -1.6% | 0.01% | -18.2% |
| Q3 2016 | $20,404,000 | -0.7% | 257,412 | +2.4% | 0.01% | -8.3% |
| Q2 2016 | $20,555,000 | -8.3% | 251,368 | -1.0% | 0.01% | -7.7% |
| Q1 2016 | $22,410,000 | +17.0% | 253,887 | +6.5% | 0.01% | +8.3% |
| Q4 2015 | $19,162,000 | +17.7% | 238,298 | +17.4% | 0.01% | +9.1% |
| Q3 2015 | $16,284,000 | +15.3% | 202,894 | +14.3% | 0.01% | +22.2% |
| Q2 2015 | $14,122,000 | +16.0% | 177,525 | +9.2% | 0.01% | +12.5% |
| Q1 2015 | $12,179,000 | +26.5% | 162,580 | +9.3% | 0.01% | +33.3% |
| Q4 2014 | $9,628,000 | +49.5% | 148,763 | +56.9% | 0.01% | +20.0% |
| Q3 2014 | $6,439,000 | -1.2% | 94,819 | +4.5% | 0.01% | 0.0% |
| Q2 2014 | $6,515,000 | -9.9% | 90,735 | -0.9% | 0.01% | 0.0% |
| Q1 2014 | $7,233,000 | +2.2% | 91,552 | +1.0% | 0.01% | -16.7% |
| Q4 2013 | $7,080,000 | +3.8% | 90,641 | +5.3% | 0.01% | 0.0% |
| Q3 2013 | $6,819,000 | +4.7% | 86,040 | +2.4% | 0.01% | 0.0% |
| Q2 2013 | $6,513,000 | – | 83,993 | – | 0.01% | – |
Download | ||||||
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% |