MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,722,809 | +18.1% | 1,279,554 | -1.2% | 0.03% | +22.2% |
| Q2 2023 | $253,870,424 | -49.1% | 1,294,795 | -47.3% | 0.03% | -47.1% |
| Q1 2023 | $498,727,850 | -1.2% | 2,456,424 | +5.4% | 0.05% | -12.1% |
| Q4 2022 | $504,882,762 | +12.6% | 2,331,053 | +10.3% | 0.06% | +7.4% |
| Q3 2022 | $448,573,000 | -1.6% | 2,112,724 | +12.0% | 0.05% | +3.8% |
| Q2 2022 | $456,095,000 | +23.5% | 1,886,016 | +39.5% | 0.05% | +44.4% |
| Q1 2022 | $369,449,000 | +672.3% | 1,352,449 | +866.9% | 0.04% | +620.0% |
| Q4 2021 | $47,837,000 | +28.6% | 139,879 | -2.6% | 0.01% | +25.0% |
| Q3 2021 | $37,186,000 | -2.7% | 143,562 | -3.4% | 0.00% | 0.0% |
| Q2 2021 | $38,206,000 | +15.4% | 148,596 | +1.0% | 0.00% | 0.0% |
| Q1 2021 | $33,109,000 | -10.1% | 147,125 | -7.5% | 0.00% | -20.0% |
| Q4 2020 | $36,828,000 | +36.6% | 159,041 | -5.3% | 0.01% | +25.0% |
| Q3 2020 | $26,961,000 | +14.7% | 167,862 | +0.6% | 0.00% | 0.0% |
| Q2 2020 | $23,511,000 | +17.1% | 166,780 | -3.4% | 0.00% | 0.0% |
| Q1 2020 | $20,079,000 | -23.1% | 172,719 | +0.1% | 0.00% | 0.0% |
| Q4 2019 | $26,101,000 | -1.9% | 172,499 | -5.3% | 0.00% | 0.0% |
| Q3 2019 | $26,608,000 | -16.9% | 182,081 | -17.8% | 0.00% | -20.0% |
| Q2 2019 | $32,036,000 | +19.6% | 221,485 | +4.2% | 0.01% | +25.0% |
| Q1 2019 | $26,788,000 | -1.5% | 212,615 | -14.1% | 0.00% | -20.0% |
| Q4 2018 | $27,199,000 | -17.5% | 247,627 | -5.4% | 0.01% | 0.0% |
| Q3 2018 | $32,966,000 | -3.6% | 261,835 | -1.8% | 0.01% | -16.7% |
| Q2 2018 | $34,185,000 | +12.4% | 266,544 | -16.3% | 0.01% | +20.0% |
| Q1 2018 | $30,405,000 | -3.2% | 318,299 | -1.7% | 0.01% | 0.0% |
| Q4 2017 | $31,411,000 | -24.0% | 323,921 | -33.4% | 0.01% | -28.6% |
| Q3 2017 | $41,317,000 | +56.9% | 486,142 | +44.6% | 0.01% | +40.0% |
| Q2 2017 | $26,337,000 | -2.1% | 336,200 | -1.8% | 0.01% | 0.0% |
| Q1 2017 | $26,907,000 | +22.3% | 342,332 | +14.4% | 0.01% | 0.0% |
| Q4 2016 | $22,004,000 | -14.0% | 299,138 | -7.3% | 0.01% | -16.7% |
| Q3 2016 | $25,573,000 | +2.3% | 322,612 | +5.5% | 0.01% | 0.0% |
| Q2 2016 | $25,006,000 | -9.0% | 305,777 | -1.8% | 0.01% | -14.3% |
| Q1 2016 | $27,489,000 | +0.8% | 311,427 | -8.2% | 0.01% | +16.7% |
| Q4 2015 | $27,272,000 | -11.2% | 339,151 | -11.3% | 0.01% | -25.0% |
| Q3 2015 | $30,703,000 | +2916.0% | 382,540 | +2891.9% | 0.01% | – |
| Q2 2015 | $1,018,000 | +151.4% | 12,786 | +136.6% | 0.00% | – |
| Q1 2015 | $405,000 | -46.6% | 5,404 | -53.9% | 0.00% | – |
| Q4 2014 | $759,000 | -40.7% | 11,726 | -37.7% | 0.00% | – |
| Q3 2014 | $1,279,000 | -12.0% | 18,825 | -7.0% | 0.00% | – |
| Q2 2014 | $1,454,000 | -5.9% | 20,252 | +3.5% | 0.00% | -100.0% |
| Q1 2014 | $1,545,000 | +23.3% | 19,559 | +21.9% | 0.00% | – |
| Q4 2013 | $1,253,000 | +31.3% | 16,047 | +33.3% | 0.00% | – |
| Q3 2013 | $954,000 | -49.0% | 12,037 | -50.1% | 0.00% | -100.0% |
| Q2 2013 | $1,872,000 | – | 24,130 | – | 0.00% | – |
Download | ||||||
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% |