MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 182 filers reported holding MORNINGSTAR INC in Q4 2017. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,666,938 | +19.5% | 28,462 | 0.0% | 0.00% | +33.3% |
Q2 2023 | $5,580,544 | +6.5% | 28,462 | +10.3% | 0.00% | 0.0% |
Q1 2023 | $5,238,377 | +95177.9% | 25,801 | +1.6% | 0.00% | -25.0% |
Q4 2022 | $5,498 | -99.9% | 25,384 | -12.0% | 0.00% | -20.0% |
Q3 2022 | $6,124,000 | -8.1% | 28,844 | +4.6% | 0.01% | 0.0% |
Q2 2022 | $6,666,000 | +17.3% | 27,565 | +32.4% | 0.01% | +66.7% |
Q1 2022 | $5,685,000 | -10.4% | 20,812 | +12.1% | 0.00% | -25.0% |
Q4 2021 | $6,347,000 | +0.6% | 18,560 | -23.8% | 0.00% | 0.0% |
Q3 2021 | $6,310,000 | +0.7% | 24,362 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $6,264,000 | +14.8% | 24,362 | +0.5% | 0.00% | 0.0% |
Q1 2021 | $5,457,000 | -3.2% | 24,247 | -0.4% | 0.00% | 0.0% |
Q4 2020 | $5,640,000 | +33.9% | 24,355 | -7.1% | 0.00% | 0.0% |
Q3 2020 | $4,211,000 | +14.6% | 26,218 | +0.6% | 0.00% | 0.0% |
Q2 2020 | $3,674,000 | +26.2% | 26,065 | +4.1% | 0.00% | 0.0% |
Q1 2020 | $2,912,000 | -17.5% | 25,050 | +7.3% | 0.00% | 0.0% |
Q4 2019 | $3,531,000 | -45.6% | 23,339 | -47.5% | 0.00% | -42.9% |
Q3 2019 | $6,496,000 | +16.6% | 44,448 | +15.4% | 0.01% | +16.7% |
Q2 2019 | $5,573,000 | -18.6% | 38,530 | -33.6% | 0.01% | +50.0% |
Q1 2019 | $6,843,000 | +114.8% | 58,032 | +100.1% | 0.00% | 0.0% |
Q4 2018 | $3,186,000 | -12.7% | 29,003 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $3,651,000 | -31.6% | 29,003 | -30.3% | 0.00% | -42.9% |
Q2 2018 | $5,335,000 | +34.2% | 41,600 | 0.0% | 0.01% | +40.0% |
Q1 2018 | $3,974,000 | +8.1% | 41,600 | +9.7% | 0.01% | 0.0% |
Q4 2017 | $3,677,000 | +14.2% | 37,922 | +0.1% | 0.01% | 0.0% |
Q3 2017 | $3,221,000 | – | 37,900 | – | 0.01% | – |
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% |