MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q3 2022. The put-call ratio across all filers is 4.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $205,977 | -1.9% | 951 | -4.2% | 0.00% | 0.0% |
Q3 2022 | $210,000 | -12.5% | 993 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $240,000 | -11.4% | 993 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $271,000 | -20.1% | 993 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $339,000 | +31.9% | 993 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $257,000 | +0.8% | 993 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $255,000 | +14.3% | 993 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $223,000 | +1.4% | 993 | +4.4% | 0.00% | 0.0% |
Q4 2020 | $220,000 | +44.7% | 951 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $152,000 | +13.4% | 951 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $134,000 | +21.8% | 951 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $110,000 | -23.1% | 951 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $143,000 | +3.6% | 951 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $138,000 | +0.7% | 951 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $137,000 | +15.1% | 951 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $119,000 | +14.4% | 951 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $104,000 | -12.6% | 951 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $119,000 | -1.7% | 951 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $121,000 | +34.4% | 951 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $90,000 | -2.2% | 951 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $92,000 | +15.0% | 951 | 0.0% | 0.00% | – |
Q3 2017 | $80,000 | -19.2% | 951 | -25.1% | 0.00% | -100.0% |
Q2 2017 | $99,000 | 0.0% | 1,269 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $99,000 | +6.5% | 1,269 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $93,000 | -7.0% | 1,269 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $100,000 | -2.9% | 1,269 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $103,000 | -8.0% | 1,269 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $112,000 | +9.8% | 1,269 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $102,000 | +1.0% | 1,269 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $101,000 | +1.0% | 1,269 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $100,000 | +5.3% | 1,269 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $95,000 | +15.9% | 1,269 | 0.0% | 0.00% | – |
Q4 2014 | $82,000 | – | 1,269 | – | 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% |