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 | 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% |