MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 269 filers reported holding MORNINGSTAR INC in Q3 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,490,169 | +57.7% | 253,971 | +32.0% | 0.02% | +66.7% |
| Q2 2023 | $37,728,012 | +151.0% | 192,421 | +159.9% | 0.01% | +140.0% |
| Q1 2023 | $15,033,911 | +51.7% | 74,048 | +61.9% | 0.01% | +66.7% |
| Q4 2022 | $9,909,000 | +2.2% | 45,745 | +0.2% | 0.00% | -25.0% |
| Q3 2022 | $9,691,000 | -13.7% | 45,645 | -1.7% | 0.00% | 0.0% |
| Q2 2022 | $11,226,000 | -12.6% | 46,423 | -1.3% | 0.00% | 0.0% |
| Q1 2022 | $12,843,000 | -22.8% | 47,018 | -3.3% | 0.00% | -20.0% |
| Q4 2021 | $16,631,000 | +525.2% | 48,627 | +323.5% | 0.01% | +400.0% |
| Q4 2020 | $2,660,000 | -0.2% | 11,482 | -30.7% | 0.00% | 0.0% |
| Q3 2020 | $2,664,000 | +16.9% | 16,577 | +2.4% | 0.00% | 0.0% |
| Q2 2020 | $2,279,000 | +21.6% | 16,181 | +0.3% | 0.00% | 0.0% |
| Q1 2020 | $1,874,000 | -20.7% | 16,127 | +3.2% | 0.00% | 0.0% |
| Q4 2019 | $2,364,000 | +9.4% | 15,624 | +5.7% | 0.00% | 0.0% |
| Q3 2019 | $2,161,000 | +8.9% | 14,788 | +7.9% | 0.00% | 0.0% |
| Q2 2019 | $1,984,000 | -10.0% | 13,702 | -21.5% | 0.00% | 0.0% |
| Q1 2019 | $2,205,000 | +26.1% | 17,458 | +9.7% | 0.00% | 0.0% |
| Q4 2018 | $1,748,000 | +2.3% | 15,909 | +17.3% | 0.00% | 0.0% |
| Q3 2018 | $1,708,000 | +12.6% | 13,561 | +14.7% | 0.00% | 0.0% |
| Q2 2018 | $1,517,000 | +45.4% | 11,818 | +8.4% | 0.00% | – |
| Q1 2018 | $1,043,000 | +11.9% | 10,900 | +13.3% | 0.00% | – |
| Q4 2017 | $932,000 | +28.6% | 9,617 | +12.7% | 0.00% | – |
| Q3 2017 | $725,000 | +29.0% | 8,530 | +18.9% | 0.00% | – |
| Q2 2017 | $562,000 | +56.1% | 7,173 | +56.8% | 0.00% | – |
| Q1 2017 | $360,000 | -85.4% | 4,574 | -85.1% | 0.00% | -100.0% |
| Q4 2015 | $2,466,000 | -8.5% | 30,667 | -8.6% | 0.00% | -50.0% |
| Q3 2015 | $2,694,000 | +25.1% | 33,562 | +24.1% | 0.00% | +100.0% |
| Q2 2015 | $2,153,000 | +52.7% | 27,052 | +43.7% | 0.00% | 0.0% |
| Q1 2015 | $1,410,000 | +15.8% | 18,823 | +0.0% | 0.00% | 0.0% |
| Q4 2014 | $1,218,000 | -5.7% | 18,818 | -1.0% | 0.00% | 0.0% |
| Q3 2014 | $1,292,000 | -21.0% | 19,015 | -16.5% | 0.00% | 0.0% |
| Q2 2014 | $1,635,000 | -9.2% | 22,775 | -0.0% | 0.00% | 0.0% |
| Q1 2014 | $1,800,000 | -0.8% | 22,780 | -1.9% | 0.00% | 0.0% |
| Q4 2013 | $1,814,000 | -11.1% | 23,225 | -9.8% | 0.00% | 0.0% |
| Q3 2013 | $2,040,000 | -6.1% | 25,740 | -8.1% | 0.00% | -50.0% |
| Q2 2013 | $2,173,000 | – | 28,004 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 73,374 | $17,744,000 | 22.50% |
| Praesidium Investment Management Company, LLC | 297,952 | $72,054,000 | 6.29% |
| Select Equity Group, L.P. | 4,097,822 | $990,976,000 | 3.17% |
| Regal Partners Ltd | 55,640 | $13,455,000 | 2.29% |
| Alamar Capital Management, LLC | 8,229 | $1,990,000 | 2.25% |
| Kensington Investment Counsel, LLC | 8,862 | $2,143,000 | 1.83% |
| CEERA INVESTMENTS, LLC | 13,009 | $3,146,000 | 1.80% |
| Covey Capital Advisors, LLC | 4,823 | $1,166,000 | 1.72% |
| AMERICAN CAPITAL MANAGEMENT INC | 183,683 | $44,420,000 | 1.66% |
| Yorktown Management & Research Co Inc | 4,700 | $1,137,000 | 1.47% |