MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 177 filers reported holding MORNINGSTAR INC in Q1 2018. The put-call ratio across all filers is 1.22 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,639,942 | +9118.8% | 36,885 | +7616.5% | 0.06% | +5500.0% |
Q2 2023 | $93,721 | +28.6% | 478 | +33.1% | 0.00% | – |
Q1 2023 | $72,888 | -8.8% | 359 | -2.7% | 0.00% | -100.0% |
Q4 2022 | $79,922 | -0.1% | 369 | -2.4% | 0.00% | 0.0% |
Q3 2022 | $80,000 | -12.1% | 378 | +0.5% | 0.00% | 0.0% |
Q2 2022 | $91,000 | -21.6% | 376 | -11.5% | 0.00% | 0.0% |
Q1 2022 | $116,000 | -20.5% | 425 | -0.2% | 0.00% | 0.0% |
Q4 2021 | $146,000 | +28.1% | 426 | -3.2% | 0.00% | 0.0% |
Q3 2021 | $114,000 | -6.6% | 440 | -7.4% | 0.00% | – |
Q2 2021 | $122,000 | +20.8% | 475 | +5.8% | 0.00% | – |
Q1 2021 | $101,000 | -12.9% | 449 | -10.4% | 0.00% | – |
Q4 2020 | $116,000 | +38.1% | 501 | -3.7% | 0.00% | – |
Q3 2020 | $84,000 | +10.5% | 520 | -3.9% | 0.00% | – |
Q2 2020 | $76,000 | +46.2% | 541 | +21.3% | 0.00% | – |
Q1 2020 | $52,000 | -25.7% | 446 | -3.0% | 0.00% | – |
Q4 2019 | $70,000 | 0.0% | 460 | -4.2% | 0.00% | – |
Q3 2019 | $70,000 | +1.4% | 480 | 0.0% | 0.00% | – |
Q2 2019 | $69,000 | +30.2% | 480 | +13.2% | 0.00% | – |
Q1 2019 | $53,000 | +10.4% | 424 | -3.4% | 0.00% | – |
Q4 2018 | $48,000 | -12.7% | 439 | 0.0% | 0.00% | – |
Q3 2018 | $55,000 | -1.8% | 439 | 0.0% | 0.00% | – |
Q2 2018 | $56,000 | +36.6% | 439 | +1.9% | 0.00% | – |
Q1 2018 | $41,000 | -4.7% | 431 | -3.4% | 0.00% | – |
Q4 2017 | $43,000 | +19.4% | 446 | -2.2% | 0.00% | – |
Q2 2017 | $36,000 | +12.5% | 456 | +12.0% | 0.00% | – |
Q1 2017 | $32,000 | +3.2% | 407 | -3.6% | 0.00% | – |
Q4 2016 | $31,000 | -99.9% | 422 | 0.0% | 0.00% | – |
Q3 2016 | $33,452,000 | -7.2% | 422 | -4.3% | 0.00% | – |
Q2 2016 | $36,065,000 | -46.2% | 441 | -41.0% | 0.00% | – |
Q1 2016 | $67,000,000 | +11.7% | 748 | 0.0% | 0.00% | – |
Q4 2015 | $60,000,000 | +101594.9% | 748 | +1.9% | 0.00% | – |
Q3 2015 | $59,000 | -99.9% | 734 | +6.1% | 0.00% | – |
Q2 2015 | $55,048,000 | +9.2% | 692 | +2.8% | 0.00% | – |
Q1 2015 | $50,414,000 | +18.4% | 673 | +2.3% | 0.00% | – |
Q4 2014 | $42,579,000 | -0.1% | 658 | +4.8% | 0.00% | – |
Q3 2014 | $42,642,000 | +43.1% | 628 | +51.3% | 0.00% | – |
Q2 2014 | $29,801,000 | -7.8% | 415 | +1.5% | 0.00% | – |
Q1 2014 | $32,320,000 | +1.2% | 409 | 0.0% | 0.00% | – |
Q4 2013 | $31,939,000 | -43.8% | 409 | -43.0% | 0.00% | – |
Q3 2013 | $56,830,000 | +47.4% | 717 | +44.3% | 0.00% | – |
Q2 2013 | $38,557,000 | – | 497 | – | 0.00% | – |
Download |
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% |