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 | $226,041 | +33.0% | 965 | +11.3% | 0.00% | – |
Q2 2023 | $169,993 | -16.3% | 867 | -13.3% | 0.00% | – |
Q1 2023 | $203,030 | +4.0% | 1,000 | +11.0% | 0.00% | – |
Q4 2022 | $195,147 | +3.3% | 901 | +1.0% | 0.00% | – |
Q3 2022 | $189,000 | -1.6% | 892 | +12.3% | 0.00% | – |
Q2 2022 | $192,000 | -52.7% | 794 | -46.7% | 0.00% | – |
Q1 2022 | $406,000 | -12.5% | 1,489 | +9.6% | 0.00% | – |
Q4 2021 | $464,000 | +32.2% | 1,359 | -0.1% | 0.00% | – |
Q3 2021 | $351,000 | +17.0% | 1,360 | +16.8% | 0.00% | – |
Q2 2021 | $300,000 | +0.7% | 1,164 | -12.3% | 0.00% | – |
Q1 2021 | $298,000 | -2.6% | 1,327 | +0.3% | 0.00% | – |
Q4 2020 | $306,000 | +35.4% | 1,323 | -6.1% | 0.00% | – |
Q3 2020 | $226,000 | +14.1% | 1,409 | 0.0% | 0.00% | – |
Q2 2020 | $198,000 | +37.5% | 1,409 | +13.2% | 0.00% | – |
Q1 2020 | $144,000 | -23.4% | 1,245 | -0.1% | 0.00% | – |
Q4 2019 | $188,000 | +2.7% | 1,246 | 0.0% | 0.00% | – |
Q3 2019 | $183,000 | +1.7% | 1,246 | 0.0% | 0.00% | – |
Q2 2019 | $180,000 | -50.0% | 1,246 | -56.3% | 0.00% | – |
Q1 2019 | $360,000 | +66.7% | 2,854 | +44.4% | 0.00% | – |
Q4 2018 | $216,000 | -12.9% | 1,976 | +0.3% | 0.00% | – |
Q3 2018 | $248,000 | -28.5% | 1,970 | -27.3% | 0.00% | – |
Q2 2018 | $347,000 | +37.2% | 2,710 | +2.2% | 0.00% | – |
Q1 2018 | $253,000 | 0.0% | 2,651 | +1.6% | 0.00% | – |
Q4 2017 | $253,000 | +13.5% | 2,610 | -0.4% | 0.00% | – |
Q3 2017 | $223,000 | +55.9% | 2,621 | +43.5% | 0.00% | – |
Q2 2017 | $143,000 | 0.0% | 1,826 | 0.0% | 0.00% | – |
Q1 2017 | $143,000 | +6.7% | 1,826 | -0.7% | 0.00% | – |
Q4 2016 | $134,000 | -6.9% | 1,839 | +0.7% | 0.00% | – |
Q3 2016 | $144,000 | +1.4% | 1,826 | +4.9% | 0.00% | – |
Q2 2016 | $142,000 | -92.7% | 1,740 | -92.1% | 0.00% | -100.0% |
Q1 2016 | $1,944,000 | +50.5% | 22,014 | +36.9% | 0.00% | 0.0% |
Q4 2015 | $1,292,000 | +16.7% | 16,076 | +16.5% | 0.00% | +100.0% |
Q3 2015 | $1,107,000 | +745.0% | 13,795 | +741.2% | 0.00% | – |
Q2 2015 | $131,000 | +2.3% | 1,640 | -4.7% | 0.00% | – |
Q1 2015 | $128,000 | +4.9% | 1,720 | -8.0% | 0.00% | – |
Q4 2014 | $122,000 | -14.7% | 1,869 | -12.0% | 0.00% | – |
Q3 2014 | $143,000 | -10.6% | 2,123 | -4.6% | 0.00% | – |
Q2 2014 | $160,000 | +7.4% | 2,226 | +17.7% | 0.00% | – |
Q1 2014 | $149,000 | -77.2% | 1,892 | -77.4% | 0.00% | -100.0% |
Q4 2013 | $653,000 | -48.4% | 8,375 | -47.6% | 0.00% | -50.0% |
Q3 2013 | $1,265,000 | +36.3% | 15,973 | +33.9% | 0.00% | +100.0% |
Q2 2013 | $928,000 | – | 11,931 | – | 0.00% | – |
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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% |