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 | $4,239,510 | +18.5% | 18,099 | -0.8% | 0.01% | +20.0% |
| Q2 2023 | $3,577,702 | +42.4% | 18,247 | +47.5% | 0.01% | +25.0% |
| Q1 2023 | $2,511,893 | -6.9% | 12,372 | -0.7% | 0.00% | 0.0% |
| Q4 2022 | $2,697,629 | -6.5% | 12,455 | -8.3% | 0.00% | -20.0% |
| Q3 2022 | $2,884,000 | -13.2% | 13,585 | -1.2% | 0.01% | 0.0% |
| Q2 2022 | $3,324,000 | -12.3% | 13,744 | -1.0% | 0.01% | 0.0% |
| Q1 2022 | $3,790,000 | -33.8% | 13,876 | -17.2% | 0.01% | -37.5% |
| Q4 2021 | $5,729,000 | +29.6% | 16,754 | -1.8% | 0.01% | +33.3% |
| Q3 2021 | $4,420,000 | -0.7% | 17,062 | -1.5% | 0.01% | -14.3% |
| Q2 2021 | $4,452,000 | +13.6% | 17,318 | -0.6% | 0.01% | +16.7% |
| Q1 2021 | $3,920,000 | -5.0% | 17,419 | -2.2% | 0.01% | -14.3% |
| Q4 2020 | $4,126,000 | +40.8% | 17,816 | -2.4% | 0.01% | +16.7% |
| Q3 2020 | $2,931,000 | +7.5% | 18,250 | -5.6% | 0.01% | 0.0% |
| Q2 2020 | $2,726,000 | +35.3% | 19,333 | +11.1% | 0.01% | 0.0% |
| Q1 2020 | $2,015,000 | -16.4% | 17,398 | +9.1% | 0.01% | +20.0% |
| Q4 2019 | $2,409,000 | +13.1% | 15,950 | +9.0% | 0.01% | 0.0% |
| Q3 2019 | $2,130,000 | +4.2% | 14,635 | +3.1% | 0.01% | 0.0% |
| Q2 2019 | $2,044,000 | +13.7% | 14,200 | +0.6% | 0.01% | 0.0% |
| Q1 2019 | $1,797,000 | +23.0% | 14,109 | +6.4% | 0.01% | 0.0% |
| Q4 2018 | $1,461,000 | +5.7% | 13,265 | +22.9% | 0.01% | +25.0% |
| Q3 2018 | $1,382,000 | +35.4% | 10,796 | +36.5% | 0.00% | +33.3% |
| Q2 2018 | $1,021,000 | +57.6% | 7,912 | +16.2% | 0.00% | +50.0% |
| Q1 2018 | $648,000 | +36.1% | 6,808 | +38.2% | 0.00% | 0.0% |
| Q4 2017 | $476,000 | +70.0% | 4,925 | +51.7% | 0.00% | +100.0% |
| Q3 2017 | $280,000 | -4.4% | 3,246 | -12.2% | 0.00% | 0.0% |
| Q1 2017 | $293,000 | +6.5% | 3,696 | -1.1% | 0.00% | 0.0% |
| Q4 2016 | $275,000 | -30.9% | 3,737 | -17.2% | 0.00% | -50.0% |
| Q1 2016 | $398,000 | +41.6% | 4,513 | +28.9% | 0.00% | +100.0% |
| Q4 2015 | $281,000 | -21.5% | 3,502 | -21.7% | 0.00% | -50.0% |
| Q3 2015 | $358,000 | -31.9% | 4,470 | -32.4% | 0.00% | +100.0% |
| Q2 2015 | $526,000 | +100.0% | 6,616 | +88.5% | 0.00% | 0.0% |
| Q1 2015 | $263,000 | +21.8% | 3,510 | +5.3% | 0.00% | 0.0% |
| Q4 2014 | $216,000 | -60.2% | 3,333 | -58.3% | 0.00% | -80.0% |
| Q3 2014 | $543,000 | -13.0% | 7,991 | -8.1% | 0.01% | -16.7% |
| Q2 2014 | $624,000 | -14.3% | 8,694 | -5.7% | 0.01% | -14.3% |
| Q1 2014 | $728,000 | – | 9,218 | – | 0.01% | – |
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% |