MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,339,792 | +17.9% | 48,411 | -1.3% | 0.01% | +20.0% |
| Q2 2023 | $9,615,077 | +1.3% | 49,039 | +4.9% | 0.01% | 0.0% |
| Q1 2023 | $9,492,464 | -1.7% | 46,754 | +4.9% | 0.01% | 0.0% |
| Q4 2022 | $9,655,149 | +43.2% | 44,578 | +40.4% | 0.01% | +25.0% |
| Q3 2022 | $6,743,000 | -11.4% | 31,761 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $7,611,000 | -8.5% | 31,474 | +3.4% | 0.01% | +14.3% |
| Q1 2022 | $8,316,000 | -7.5% | 30,440 | +15.8% | 0.01% | +40.0% |
| Q4 2021 | $8,986,000 | +13.2% | 26,279 | -14.3% | 0.01% | +25.0% |
| Q3 2021 | $7,941,000 | +0.9% | 30,657 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $7,872,000 | +7.3% | 30,616 | -6.1% | 0.00% | 0.0% |
| Q1 2021 | $7,339,000 | +10.1% | 32,611 | +13.3% | 0.00% | +33.3% |
| Q4 2020 | $6,663,000 | +65.9% | 28,773 | +15.1% | 0.00% | +50.0% |
| Q3 2020 | $4,016,000 | +14.0% | 25,001 | +0.1% | 0.00% | -33.3% |
| Q2 2020 | $3,522,000 | +24.0% | 24,988 | +2.2% | 0.00% | +50.0% |
| Q1 2020 | $2,841,000 | -21.1% | 24,439 | +2.7% | 0.00% | -33.3% |
| Q4 2019 | $3,599,000 | +15.9% | 23,785 | +11.9% | 0.00% | 0.0% |
| Q3 2019 | $3,105,000 | -6.3% | 21,248 | -7.3% | 0.00% | 0.0% |
| Q2 2019 | $3,315,000 | +43.2% | 22,914 | +24.7% | 0.00% | +50.0% |
| Q1 2019 | $2,315,000 | -20.2% | 18,381 | -30.4% | 0.00% | -33.3% |
| Q4 2018 | $2,902,000 | -24.9% | 26,422 | -13.9% | 0.00% | 0.0% |
| Q3 2018 | $3,862,000 | +27.2% | 30,677 | +29.6% | 0.00% | 0.0% |
| Q2 2018 | $3,035,000 | +49.9% | 23,668 | +11.6% | 0.00% | +50.0% |
| Q1 2018 | $2,025,000 | +24.8% | 21,199 | +26.7% | 0.00% | +100.0% |
| Q4 2017 | $1,623,000 | +40.3% | 16,732 | +22.9% | 0.00% | 0.0% |
| Q3 2017 | $1,157,000 | +16.8% | 13,613 | +7.6% | 0.00% | 0.0% |
| Q2 2017 | $991,000 | -20.1% | 12,649 | -19.9% | 0.00% | 0.0% |
| Q1 2017 | $1,241,000 | -24.8% | 15,786 | -29.6% | 0.00% | -50.0% |
| Q4 2016 | $1,650,000 | -16.8% | 22,433 | -10.3% | 0.00% | 0.0% |
| Q3 2016 | $1,984,000 | +54.8% | 25,019 | +59.5% | 0.00% | +100.0% |
| Q2 2016 | $1,282,000 | -22.4% | 15,684 | -16.1% | 0.00% | -50.0% |
| Q1 2016 | $1,651,000 | -15.7% | 18,704 | -23.2% | 0.00% | 0.0% |
| Q4 2015 | $1,958,000 | +45.7% | 24,344 | +45.5% | 0.00% | 0.0% |
| Q3 2015 | $1,344,000 | +100.0% | 16,733 | +98.1% | 0.00% | +100.0% |
| Q2 2015 | $672,000 | -34.4% | 8,447 | -38.2% | 0.00% | 0.0% |
| Q1 2015 | $1,024,000 | -42.4% | 13,671 | -50.2% | 0.00% | -50.0% |
| Q4 2014 | $1,777,000 | +33.6% | 27,469 | +40.2% | 0.00% | +100.0% |
| Q3 2014 | $1,330,000 | -64.7% | 19,597 | -62.7% | 0.00% | -66.7% |
| Q2 2014 | $3,769,000 | +33.6% | 52,478 | +46.9% | 0.00% | 0.0% |
| Q1 2014 | $2,821,000 | -42.2% | 35,713 | -42.8% | 0.00% | -25.0% |
| Q4 2013 | $4,880,000 | +190.0% | 62,487 | +194.2% | 0.00% | +100.0% |
| Q3 2013 | $1,683,000 | -21.1% | 21,243 | -22.8% | 0.00% | 0.0% |
| Q2 2013 | $2,134,000 | +42.1% | 27,512 | +28.0% | 0.00% | 0.0% |
| Q1 2013 | $1,502,000 | – | 21,486 | – | 0.00% | – |
Download | ||||||
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% |