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 | $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 ↓ |
|---|---|---|---|
| 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% |