MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,406,289 | +12.9% | 18,811 | -5.5% | 0.01% | +27.3% |
| Q2 2023 | $3,903,950 | -6.7% | 19,911 | -3.3% | 0.01% | -8.3% |
| Q1 2023 | $4,182,418 | -15.6% | 20,600 | -10.0% | 0.01% | -25.0% |
| Q4 2022 | $4,954,929 | -4.6% | 22,877 | -6.4% | 0.02% | 0.0% |
| Q3 2022 | $5,192,000 | -17.8% | 24,452 | -6.4% | 0.02% | 0.0% |
| Q2 2022 | $6,315,000 | +8.1% | 26,114 | +22.1% | 0.02% | +33.3% |
| Q1 2022 | $5,843,000 | +500.5% | 21,388 | +652.0% | 0.01% | +500.0% |
| Q4 2021 | $973,000 | +28.2% | 2,844 | -3.0% | 0.00% | 0.0% |
| Q3 2021 | $759,000 | +5.7% | 2,932 | +5.0% | 0.00% | +100.0% |
| Q2 2021 | $718,000 | +16.4% | 2,792 | +1.8% | 0.00% | 0.0% |
| Q1 2021 | $617,000 | -4.2% | 2,743 | -1.3% | 0.00% | 0.0% |
| Q4 2020 | $644,000 | +38.8% | 2,780 | -3.8% | 0.00% | 0.0% |
| Q3 2020 | $464,000 | +16.0% | 2,890 | +1.8% | 0.00% | 0.0% |
| Q2 2020 | $400,000 | +29.4% | 2,840 | +6.8% | 0.00% | 0.0% |
| Q1 2020 | $309,000 | -26.6% | 2,660 | -4.3% | 0.00% | 0.0% |
| Q4 2019 | $421,000 | +3.7% | 2,780 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $406,000 | +0.2% | 2,780 | -0.8% | 0.00% | 0.0% |
| Q2 2019 | $405,000 | -4.9% | 2,802 | -17.1% | 0.00% | 0.0% |
| Q1 2019 | $426,000 | +11.5% | 3,382 | -2.9% | 0.00% | 0.0% |
| Q4 2018 | $382,000 | -12.8% | 3,482 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $438,000 | -5.2% | 3,482 | -3.3% | 0.00% | 0.0% |
| Q2 2018 | $462,000 | +27.3% | 3,601 | -5.2% | 0.00% | 0.0% |
| Q1 2018 | $363,000 | -4.2% | 3,800 | -2.7% | 0.00% | 0.0% |
| Q4 2017 | $379,000 | +15.5% | 3,906 | +1.3% | 0.00% | 0.0% |
| Q3 2017 | $328,000 | +10.8% | 3,854 | +2.1% | 0.00% | 0.0% |
| Q2 2017 | $296,000 | +4.2% | 3,774 | +4.4% | 0.00% | 0.0% |
| Q1 2017 | $284,000 | -61.1% | 3,614 | -63.6% | 0.00% | -66.7% |
| Q4 2016 | $731,000 | -19.9% | 9,940 | -13.7% | 0.00% | -25.0% |
| Q3 2016 | $913,000 | -3.9% | 11,517 | -0.9% | 0.00% | 0.0% |
| Q2 2016 | $950,000 | -18.8% | 11,617 | -12.4% | 0.00% | -20.0% |
| Q1 2016 | $1,170,000 | +5.1% | 13,257 | -4.3% | 0.01% | +25.0% |
| Q4 2015 | $1,113,000 | -2.7% | 13,847 | -2.9% | 0.00% | 0.0% |
| Q3 2015 | $1,144,000 | -2.1% | 14,257 | -2.9% | 0.00% | 0.0% |
| Q2 2015 | $1,168,000 | +6.3% | 14,687 | +0.1% | 0.00% | 0.0% |
| Q1 2015 | $1,099,000 | +12.4% | 14,677 | -2.9% | 0.00% | +33.3% |
| Q4 2014 | $978,000 | +1.0% | 15,117 | +6.0% | 0.00% | -25.0% |
| Q3 2014 | $968,000 | -4.5% | 14,257 | +1.0% | 0.00% | 0.0% |
| Q2 2014 | $1,014,000 | -13.0% | 14,117 | -4.3% | 0.00% | 0.0% |
| Q1 2014 | $1,165,000 | +1.2% | 14,747 | +0.1% | 0.00% | 0.0% |
| Q4 2013 | $1,151,000 | -4.5% | 14,737 | -3.1% | 0.00% | -20.0% |
| Q3 2013 | $1,205,000 | -5.2% | 15,207 | -7.2% | 0.01% | 0.0% |
| Q2 2013 | $1,271,000 | – | 16,387 | – | 0.01% | – |
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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% |