MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |