MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 316 filers reported holding MORNINGSTAR INC in Q3 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,341,695 | +17.9% | 44,150 | +2.2% | 0.01% | +25.0% |
| Q2 2023 | $8,770,288 | 0.0% | 43,197 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,770,288 | -2.5% | 43,197 | +4.0% | 0.00% | -20.0% |
| Q4 2022 | $8,992,383 | -99.9% | 41,518 | -4.7% | 0.01% | 0.0% |
| Q3 2022 | $9,249,297,000 | -10.8% | 43,563 | +1.6% | 0.01% | 0.0% |
| Q2 2022 | $10,374,024,000 | -13.4% | 42,898 | -2.2% | 0.01% | 0.0% |
| Q1 2022 | $11,982,055,000 | -18.6% | 43,863 | +1.9% | 0.01% | -16.7% |
| Q4 2021 | $14,724,040,000 | +35.7% | 43,054 | +2.7% | 0.01% | +50.0% |
| Q3 2021 | $10,853,874,000 | +3.0% | 41,902 | +2.2% | 0.00% | -20.0% |
| Q2 2021 | $10,542,796,000 | +20.2% | 41,005 | +5.2% | 0.01% | +25.0% |
| Q1 2021 | $8,767,559,000 | -1.3% | 38,960 | +1.5% | 0.00% | 0.0% |
| Q4 2020 | $8,884,416,000 | +89.0% | 38,366 | +31.1% | 0.00% | +33.3% |
| Q3 2020 | $4,699,931,000 | +12.3% | 29,263 | -1.4% | 0.00% | 0.0% |
| Q2 2020 | $4,183,567,000 | +18.9% | 29,677 | -2.0% | 0.00% | 0.0% |
| Q1 2020 | $3,519,935,000 | -12.4% | 30,279 | +14.0% | 0.00% | +50.0% |
| Q4 2019 | $4,018,188,000 | +9.7% | 26,556 | +6.0% | 0.00% | 0.0% |
| Q3 2019 | $3,662,561,000 | +11.5% | 25,062 | +10.3% | 0.00% | 0.0% |
| Q2 2019 | $3,285,209,000 | +11.5% | 22,713 | -2.9% | 0.00% | 0.0% |
| Q1 2019 | $2,947,661,000 | +39.6% | 23,396 | +21.7% | 0.00% | 0.0% |
| Q4 2018 | $2,111,783,000 | -28.9% | 19,226 | -18.5% | 0.00% | 0.0% |
| Q3 2018 | $2,970,612,000 | -0.8% | 23,595 | +1.0% | 0.00% | 0.0% |
| Q2 2018 | $2,995,921,000 | +59.6% | 23,360 | +18.9% | 0.00% | +100.0% |
| Q1 2018 | $1,876,586,000 | +0.6% | 19,646 | +2.1% | 0.00% | -50.0% |
| Q4 2017 | $1,866,284,000 | +53.8% | 19,246 | +34.8% | 0.00% | +100.0% |
| Q3 2017 | $1,213,402,000 | +29.3% | 14,277 | +19.2% | 0.00% | 0.0% |
| Q2 2017 | $938,434,000 | +29.8% | 11,979 | +30.3% | 0.00% | 0.0% |
| Q1 2017 | $722,805,000 | +18871.3% | 9,196 | -82.2% | 0.00% | -75.0% |
| Q4 2016 | $3,810,000 | -54.3% | 51,795 | -50.7% | 0.00% | -55.6% |
| Q3 2016 | $8,332,000 | +200.5% | 105,117 | +210.0% | 0.01% | +200.0% |
| Q2 2016 | $2,773,000 | +110.9% | 33,907 | +127.6% | 0.00% | +50.0% |
| Q1 2016 | $1,315,000 | -0.8% | 14,896 | -9.6% | 0.00% | 0.0% |
| Q4 2015 | $1,325,000 | +7.4% | 16,477 | +7.2% | 0.00% | +100.0% |
| Q3 2015 | $1,234,000 | +27.2% | 15,377 | +26.1% | 0.00% | 0.0% |
| Q2 2015 | $970,000 | +13.7% | 12,192 | +7.0% | 0.00% | 0.0% |
| Q1 2015 | $853,000 | +64.7% | 11,392 | +42.4% | 0.00% | – |
| Q4 2014 | $518,000 | -30.6% | 8,000 | -27.2% | 0.00% | -100.0% |
| Q3 2014 | $746,000 | -5.4% | 10,992 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $789,000 | -9.1% | 10,992 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $868,000 | +1.0% | 10,992 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $859,000 | -0.5% | 10,992 | +0.9% | 0.00% | 0.0% |
| Q3 2013 | $863,000 | +17.3% | 10,892 | +14.7% | 0.00% | 0.0% |
| Q2 2013 | $736,000 | – | 9,492 | – | 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% |