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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |