MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q3 2022. The put-call ratio across all filers is 4.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $162,490 | +525.1% | 693,688 | +423.2% | 0.02% | +500.0% |
| Q2 2023 | $25,996 | +310.3% | 132,583 | +324.9% | 0.00% | +300.0% |
| Q1 2023 | $6,336 | -6.0% | 31,202 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $6,741 | -99.9% | 31,123 | +2.2% | 0.00% | 0.0% |
| Q3 2022 | $6,468,000 | +169.4% | 30,461 | +206.8% | 0.00% | – |
| Q2 2022 | $2,401,000 | -14.6% | 9,928 | -3.5% | 0.00% | – |
| Q1 2022 | $2,810,000 | -11.6% | 10,286 | +10.6% | 0.00% | – |
| Q4 2021 | $3,179,000 | +28.1% | 9,297 | -3.0% | 0.00% | – |
| Q3 2021 | $2,482,000 | -4.8% | 9,583 | -5.5% | 0.00% | – |
| Q2 2021 | $2,607,000 | +39.4% | 10,140 | +22.0% | 0.00% | – |
| Q1 2021 | $1,870,000 | +44.8% | 8,310 | +49.1% | 0.00% | – |
| Q4 2020 | $1,291,000 | -38.5% | 5,574 | -57.4% | 0.00% | – |
| Q3 2020 | $2,099,000 | +0.6% | 13,071 | -11.7% | 0.00% | – |
| Q2 2020 | $2,086,000 | -8.0% | 14,795 | -24.1% | 0.00% | – |
| Q1 2020 | $2,267,000 | -22.9% | 19,499 | +0.3% | 0.00% | – |
| Q4 2019 | $2,942,000 | +6.8% | 19,446 | +3.2% | 0.00% | – |
| Q3 2019 | $2,755,000 | -10.1% | 18,851 | -11.0% | 0.00% | – |
| Q2 2019 | $3,065,000 | +15.0% | 21,188 | +0.1% | 0.00% | – |
| Q1 2019 | $2,666,000 | +14.8% | 21,162 | +0.1% | 0.00% | – |
| Q4 2018 | $2,322,000 | -19.1% | 21,143 | -7.2% | 0.00% | – |
| Q3 2018 | $2,870,000 | -2.2% | 22,795 | -0.4% | 0.00% | – |
| Q2 2018 | $2,935,000 | +34.3% | 22,888 | +0.0% | 0.00% | – |
| Q1 2018 | $2,185,000 | -1.4% | 22,878 | +0.1% | 0.00% | – |
| Q4 2017 | $2,215,000 | +14.1% | 22,844 | 0.0% | 0.00% | – |
| Q3 2017 | $1,942,000 | +8.5% | 22,844 | 0.0% | 0.00% | – |
| Q2 2017 | $1,790,000 | +9.3% | 22,844 | +9.6% | 0.00% | – |
| Q1 2017 | $1,638,000 | +10.5% | 20,843 | +3.5% | 0.00% | – |
| Q4 2016 | $1,482,000 | -7.2% | 20,141 | 0.0% | 0.00% | – |
| Q3 2016 | $1,597,000 | +30.7% | 20,141 | +34.8% | 0.00% | – |
| Q2 2016 | $1,222,000 | +3.7% | 14,941 | +11.9% | 0.00% | – |
| Q1 2016 | $1,178,000 | +20.7% | 13,349 | +10.0% | 0.00% | – |
| Q4 2015 | $976,000 | +0.5% | 12,139 | +0.3% | 0.00% | – |
| Q3 2015 | $971,000 | +0.8% | 12,100 | 0.0% | 0.00% | – |
| Q2 2015 | $963,000 | +6.3% | 12,100 | 0.0% | 0.00% | – |
| Q1 2015 | $906,000 | -96.7% | 12,100 | -97.1% | 0.00% | -100.0% |
| Q4 2014 | $27,230,000 | -27.4% | 420,794 | -23.8% | 0.01% | -25.0% |
| Q3 2014 | $37,508,000 | -35.1% | 552,394 | -31.4% | 0.01% | -33.3% |
| Q2 2014 | $57,810,000 | -21.2% | 805,044 | -13.3% | 0.01% | -25.0% |
| Q1 2014 | $73,342,000 | -49.5% | 928,144 | -50.1% | 0.02% | -5.9% |
| Q4 2013 | $145,270,000 | +96.2% | 1,860,288 | +99.1% | 0.02% | -5.6% |
| Q3 2013 | $74,040,000 | -48.9% | 934,144 | -50.0% | 0.02% | -5.3% |
| Q2 2013 | $144,988,000 | – | 1,868,888 | – | 0.02% | – |
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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% |