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 | $4,931 | -53.3% | 21,052 | -60.9% | 0.01% | -50.0% |
| Q2 2023 | $10,555 | -4.4% | 53,833 | -1.0% | 0.01% | -6.7% |
| Q1 2023 | $11,037 | -47.7% | 54,362 | -44.2% | 0.02% | -48.3% |
| Q4 2022 | $21,093 | -99.9% | 97,388 | -10.6% | 0.03% | -12.1% |
| Q3 2022 | $23,137,000 | -12.5% | 108,971 | -0.4% | 0.03% | -5.7% |
| Q2 2022 | $26,447,000 | +0.3% | 109,361 | +13.3% | 0.04% | +25.0% |
| Q1 2022 | $26,363,000 | -20.5% | 96,507 | -0.4% | 0.03% | -15.2% |
| Q4 2021 | $33,141,000 | -5.5% | 96,907 | -28.4% | 0.03% | -10.8% |
| Q3 2021 | $35,072,000 | +13.9% | 135,396 | +13.1% | 0.04% | +15.6% |
| Q2 2021 | $30,781,000 | -25.9% | 119,719 | -35.2% | 0.03% | -30.4% |
| Q1 2021 | $41,559,000 | -31.5% | 184,674 | -29.6% | 0.05% | -32.4% |
| Q4 2020 | $60,712,000 | +56.8% | 262,177 | +8.8% | 0.07% | +44.7% |
| Q3 2020 | $38,716,000 | +25.4% | 241,055 | +10.0% | 0.05% | +20.5% |
| Q2 2020 | $30,885,000 | +18.0% | 219,092 | -2.7% | 0.04% | 0.0% |
| Q1 2020 | $26,179,000 | -20.0% | 225,192 | +4.1% | 0.04% | 0.0% |
| Q4 2019 | $32,732,000 | -23.7% | 216,327 | -26.3% | 0.04% | -27.8% |
| Q3 2019 | $42,883,000 | +8.8% | 293,438 | +7.6% | 0.05% | +10.2% |
| Q2 2019 | $39,428,000 | +2.0% | 272,591 | -11.1% | 0.05% | -2.0% |
| Q1 2019 | $38,638,000 | -9.4% | 306,675 | -21.0% | 0.05% | -19.4% |
| Q4 2018 | $42,648,000 | -30.0% | 388,277 | -19.8% | 0.06% | -13.9% |
| Q3 2018 | $60,921,000 | +72.4% | 483,882 | +75.6% | 0.07% | +63.6% |
| Q2 2018 | $35,338,000 | +72.7% | 275,541 | +28.6% | 0.04% | +76.0% |
| Q1 2018 | $20,465,000 | +0.8% | 214,247 | +2.3% | 0.02% | +4.2% |
| Q4 2017 | $20,300,000 | +35.7% | 209,347 | +18.9% | 0.02% | +26.3% |
| Q3 2017 | $14,961,000 | +22.4% | 176,029 | +12.8% | 0.02% | +18.8% |
| Q2 2017 | $12,223,000 | +8.1% | 156,029 | +8.5% | 0.02% | +6.7% |
| Q1 2017 | $11,308,000 | +24.6% | 143,870 | +16.6% | 0.02% | +15.4% |
| Q4 2016 | $9,078,000 | -3.0% | 123,410 | +4.5% | 0.01% | 0.0% |
| Q3 2016 | $9,362,000 | -3.1% | 118,100 | 0.0% | 0.01% | -7.1% |
| Q2 2016 | $9,658,000 | +50.9% | 118,100 | +62.9% | 0.01% | +40.0% |
| Q1 2016 | $6,400,000 | +66.8% | 72,500 | +52.0% | 0.01% | +66.7% |
| Q4 2015 | $3,836,000 | +9.4% | 47,700 | +9.2% | 0.01% | 0.0% |
| Q3 2015 | $3,507,000 | +393.2% | 43,700 | +389.2% | 0.01% | +500.0% |
| Q2 2015 | $711,000 | – | 8,933 | – | 0.00% | – |
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% |