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 | $9,476,180 | +74.6% | 40,455 | +46.2% | 0.00% | +50.0% |
Q2 2023 | $5,427,022 | -40.6% | 27,679 | -38.5% | 0.00% | -33.3% |
Q1 2023 | $9,138,583 | -1.6% | 45,011 | +4.9% | 0.00% | -25.0% |
Q4 2022 | $9,290,630 | +3.2% | 42,895 | +1.2% | 0.00% | 0.0% |
Q3 2022 | $9,001,000 | -10.3% | 42,392 | +2.2% | 0.00% | 0.0% |
Q2 2022 | $10,031,000 | +57.8% | 41,477 | +78.2% | 0.00% | +100.0% |
Q1 2022 | $6,357,000 | -16.4% | 23,273 | +4.6% | 0.00% | 0.0% |
Q4 2021 | $7,605,000 | +34.0% | 22,240 | +1.5% | 0.00% | 0.0% |
Q3 2021 | $5,676,000 | +20.0% | 21,913 | +19.1% | 0.00% | 0.0% |
Q2 2021 | $4,729,000 | +21.0% | 18,394 | +5.9% | 0.00% | +100.0% |
Q1 2021 | $3,908,000 | -0.4% | 17,365 | +2.5% | 0.00% | -50.0% |
Q4 2020 | $3,924,000 | +32.3% | 16,948 | -8.3% | 0.00% | +100.0% |
Q3 2020 | $2,967,000 | +22.2% | 18,475 | +7.3% | 0.00% | 0.0% |
Q2 2020 | $2,428,000 | +18.7% | 17,224 | -2.1% | 0.00% | 0.0% |
Q1 2020 | $2,045,000 | -11.0% | 17,590 | +15.8% | 0.00% | 0.0% |
Q4 2019 | $2,299,000 | +5.2% | 15,195 | +1.6% | 0.00% | 0.0% |
Q3 2019 | $2,186,000 | +20.2% | 14,958 | +19.1% | 0.00% | 0.0% |
Q2 2019 | $1,818,000 | +39.2% | 12,564 | +21.2% | 0.00% | 0.0% |
Q1 2019 | $1,306,000 | +19.3% | 10,366 | +4.0% | 0.00% | 0.0% |
Q4 2018 | $1,095,000 | -1.4% | 9,963 | +12.9% | 0.00% | 0.0% |
Q3 2018 | $1,111,000 | 0.0% | 8,825 | +1.9% | 0.00% | 0.0% |
Q2 2018 | $1,111,000 | +17.8% | 8,660 | -12.3% | 0.00% | 0.0% |
Q1 2018 | $943,000 | -0.2% | 9,869 | +1.3% | 0.00% | 0.0% |
Q4 2017 | $945,000 | +45.6% | 9,745 | +27.5% | 0.00% | – |
Q3 2017 | $649,000 | +8.3% | 7,644 | 0.0% | 0.00% | – |
Q2 2017 | $599,000 | +1.4% | 7,644 | +1.7% | 0.00% | -100.0% |
Q1 2017 | $591,000 | +123.0% | 7,517 | +108.5% | 0.00% | – |
Q4 2016 | $265,000 | +29.3% | 3,605 | +39.2% | 0.00% | – |
Q3 2016 | $205,000 | +26.5% | 2,589 | +31.4% | 0.00% | – |
Q2 2016 | $162,000 | -4.1% | 1,971 | +3.1% | 0.00% | – |
Q1 2016 | $169,000 | +24.3% | 1,911 | +12.7% | 0.00% | – |
Q4 2015 | $136,000 | 0.0% | 1,696 | 0.0% | 0.00% | – |
Q3 2015 | $136,000 | +0.7% | 1,696 | 0.0% | 0.00% | – |
Q2 2015 | $135,000 | +35.0% | 1,696 | +27.6% | 0.00% | – |
Q1 2015 | $100,000 | +244.8% | 1,329 | +192.7% | 0.00% | – |
Q4 2014 | $29,000 | -6.5% | 454 | 0.0% | 0.00% | – |
Q3 2014 | $31,000 | -6.1% | 454 | 0.0% | 0.00% | – |
Q2 2014 | $33,000 | -8.3% | 454 | 0.0% | 0.00% | – |
Q1 2014 | $36,000 | +2.9% | 454 | 0.0% | 0.00% | – |
Q4 2013 | $35,000 | – | 454 | – | 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% |