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 | $956 | +32.4% | 4,083 | +10.9% | 0.01% | +20.0% |
| Q2 2023 | $722 | -25.0% | 3,681 | -22.4% | 0.01% | -16.7% |
| Q1 2023 | $963 | -36.6% | 4,743 | -32.4% | 0.01% | -45.5% |
| Q4 2022 | $1,520 | -99.9% | 7,017 | -4.4% | 0.01% | 0.0% |
| Q3 2022 | $1,559,000 | +56.1% | 7,342 | +77.7% | 0.01% | +57.1% |
| Q2 2022 | $999,000 | -24.9% | 4,132 | -15.2% | 0.01% | 0.0% |
| Q1 2022 | $1,331,000 | -14.5% | 4,873 | +7.0% | 0.01% | 0.0% |
| Q4 2021 | $1,557,000 | +59.5% | 4,554 | +20.8% | 0.01% | +40.0% |
| Q3 2021 | $976,000 | +23.1% | 3,769 | +22.3% | 0.01% | +25.0% |
| Q2 2021 | $793,000 | +34.4% | 3,083 | +17.5% | 0.00% | +33.3% |
| Q1 2021 | $590,000 | +19.0% | 2,623 | +22.5% | 0.00% | 0.0% |
| Q4 2020 | $496,000 | +130.7% | 2,141 | +60.1% | 0.00% | +200.0% |
| Q3 2020 | $215,000 | -24.3% | 1,337 | -40.7% | 0.00% | -50.0% |
| Q3 2018 | $284,000 | -43.0% | 2,254 | -42.0% | 0.00% | -33.3% |
| Q2 2018 | $498,000 | +22.4% | 3,883 | -8.9% | 0.00% | 0.0% |
| Q1 2018 | $407,000 | -36.5% | 4,263 | -35.5% | 0.00% | -25.0% |
| Q4 2017 | $641,000 | +182.4% | 6,610 | +137.7% | 0.00% | +100.0% |
| Q2 2016 | $227,000 | +5.1% | 2,781 | +13.9% | 0.00% | +100.0% |
| Q1 2016 | $216,000 | +46.9% | 2,442 | +33.4% | 0.00% | 0.0% |
| Q4 2015 | $147,000 | -25.4% | 1,831 | -25.5% | 0.00% | -50.0% |
| Q3 2015 | $197,000 | +212.7% | 2,457 | +210.6% | 0.00% | – |
| Q2 2015 | $63,000 | +37.0% | 791 | +30.1% | 0.00% | – |
| Q1 2015 | $46,000 | +17.9% | 608 | +0.7% | 0.00% | – |
| Q4 2014 | $39,000 | -20.4% | 604 | -15.9% | 0.00% | – |
| Q3 2014 | $49,000 | -7.5% | 718 | -2.2% | 0.00% | – |
| Q2 2014 | $53,000 | -20.9% | 734 | -13.0% | 0.00% | -100.0% |
| Q1 2014 | $67,000 | 0.0% | 844 | -2.0% | 0.00% | 0.0% |
| Q4 2013 | $67,000 | -72.0% | 861 | -71.4% | 0.00% | -50.0% |
| Q3 2013 | $239,000 | +94.3% | 3,010 | +90.4% | 0.00% | +100.0% |
| Q2 2013 | $123,000 | – | 1,581 | – | 0.00% | – |
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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% |