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 | $25,222,410 | +16.2% | 107,678 | -2.8% | 0.01% | +16.7% |
| Q2 2023 | $21,714,997 | +28.4% | 110,751 | +33.0% | 0.01% | +20.0% |
| Q1 2023 | $16,907,429 | -8.4% | 83,275 | -2.3% | 0.01% | -16.7% |
| Q4 2022 | $18,453,164 | -2.9% | 85,199 | -4.8% | 0.01% | 0.0% |
| Q3 2022 | $19,008,000 | -16.9% | 89,524 | -5.4% | 0.01% | -14.3% |
| Q2 2022 | $22,876,000 | -13.7% | 94,597 | -2.5% | 0.01% | 0.0% |
| Q1 2022 | $26,515,000 | -8.9% | 97,068 | +14.1% | 0.01% | 0.0% |
| Q4 2021 | $29,092,000 | -55.2% | 85,067 | -66.1% | 0.01% | -50.0% |
| Q3 2021 | $64,999,000 | -3.1% | 250,931 | -3.8% | 0.01% | -6.7% |
| Q2 2021 | $67,049,000 | -5.7% | 260,782 | -17.5% | 0.02% | -6.2% |
| Q1 2021 | $71,137,000 | +21.5% | 316,103 | +25.0% | 0.02% | +14.3% |
| Q4 2020 | $58,555,000 | +96.3% | 252,856 | +36.1% | 0.01% | +75.0% |
| Q3 2020 | $29,833,000 | +9.5% | 185,756 | -3.9% | 0.01% | 0.0% |
| Q2 2020 | $27,234,000 | -3.2% | 193,194 | -20.2% | 0.01% | -20.0% |
| Q1 2020 | $28,137,000 | -30.3% | 242,049 | -9.3% | 0.01% | -9.1% |
| Q4 2019 | $40,385,000 | -8.3% | 266,901 | -11.4% | 0.01% | -8.3% |
| Q3 2019 | $44,033,000 | +1.8% | 301,307 | +0.7% | 0.01% | 0.0% |
| Q2 2019 | $43,263,000 | +14.3% | 299,105 | -0.5% | 0.01% | +9.1% |
| Q1 2019 | $37,866,000 | -8.9% | 300,547 | -20.6% | 0.01% | -21.4% |
| Q4 2018 | $41,560,000 | -2.3% | 378,367 | +12.0% | 0.01% | +16.7% |
| Q3 2018 | $42,529,000 | +29.4% | 337,799 | +31.8% | 0.01% | +20.0% |
| Q2 2018 | $32,860,000 | +69.4% | 256,225 | +26.2% | 0.01% | +66.7% |
| Q1 2018 | $19,401,000 | +21.5% | 203,107 | +23.3% | 0.01% | +20.0% |
| Q4 2017 | $15,974,000 | +17.8% | 164,740 | +3.2% | 0.01% | +25.0% |
| Q3 2017 | $13,566,000 | +8.1% | 159,623 | -0.4% | 0.00% | 0.0% |
| Q2 2017 | $12,550,000 | -6.5% | 160,193 | -6.2% | 0.00% | 0.0% |
| Q1 2017 | $13,419,000 | +2.4% | 170,733 | -4.2% | 0.00% | -20.0% |
| Q4 2016 | $13,110,000 | +88.0% | 178,223 | +102.6% | 0.01% | +66.7% |
| Q3 2016 | $6,973,000 | -2.5% | 87,964 | +0.6% | 0.00% | 0.0% |
| Q2 2016 | $7,152,000 | -36.2% | 87,450 | -31.1% | 0.00% | -25.0% |
| Q1 2016 | $11,208,000 | -12.7% | 126,963 | -20.4% | 0.00% | -20.0% |
| Q4 2015 | $12,833,000 | +32.8% | 159,595 | +32.6% | 0.01% | +25.0% |
| Q3 2015 | $9,661,000 | +0.4% | 120,365 | -0.5% | 0.00% | 0.0% |
| Q2 2015 | $9,622,000 | -46.2% | 120,947 | -49.3% | 0.00% | +33.3% |
| Q1 2015 | $17,880,000 | +137.0% | 238,704 | +104.7% | 0.00% | 0.0% |
| Q4 2014 | $7,545,000 | -47.1% | 116,599 | -44.5% | 0.00% | -50.0% |
| Q3 2014 | $14,268,000 | -37.5% | 210,121 | -33.9% | 0.01% | -33.3% |
| Q2 2014 | $22,826,000 | -4.8% | 317,867 | +4.8% | 0.01% | -10.0% |
| Q1 2014 | $23,976,000 | -0.2% | 303,411 | -1.3% | 0.01% | 0.0% |
| Q4 2013 | $24,016,000 | -4.9% | 307,545 | -3.5% | 0.01% | -16.7% |
| Q3 2013 | $25,257,000 | +1.1% | 318,665 | -1.0% | 0.01% | -7.7% |
| Q2 2013 | $24,984,000 | – | 322,026 | – | 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% |