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 | $233,069 | -69.0% | 995 | -74.1% | 0.00% | -100.0% |
Q2 2023 | $752,239 | +237.8% | 3,838 | +272.6% | 0.00% | – |
Q4 2022 | $222,706 | -69.3% | 1,030 | -65.4% | 0.00% | -100.0% |
Q2 2022 | $725,000 | -60.6% | 2,979 | -54.9% | 0.00% | -50.0% |
Q1 2022 | $1,838,000 | +99.1% | 6,612 | +144.9% | 0.00% | +100.0% |
Q4 2021 | $923,000 | -74.9% | 2,700 | -80.9% | 0.00% | -75.0% |
Q3 2021 | $3,678,000 | -3.3% | 14,106 | -4.6% | 0.00% | 0.0% |
Q2 2021 | $3,802,000 | +396.3% | 14,780 | +337.1% | 0.00% | +300.0% |
Q1 2021 | $766,000 | -24.8% | 3,381 | -23.4% | 0.00% | 0.0% |
Q4 2020 | $1,018,000 | +178.9% | 4,413 | +94.7% | 0.00% | 0.0% |
Q3 2020 | $365,000 | -71.7% | 2,267 | -75.2% | 0.00% | -50.0% |
Q2 2020 | $1,290,000 | -24.5% | 9,152 | -38.0% | 0.00% | -50.0% |
Q1 2020 | $1,709,000 | -30.7% | 14,769 | -9.6% | 0.00% | 0.0% |
Q4 2019 | $2,466,000 | -48.5% | 16,334 | -50.1% | 0.00% | -55.6% |
Q3 2019 | $4,786,000 | +27.1% | 32,748 | +25.7% | 0.01% | +28.6% |
Q2 2019 | $3,767,000 | +30.2% | 26,044 | +13.4% | 0.01% | +40.0% |
Q1 2019 | $2,894,000 | +106.3% | 22,973 | +79.9% | 0.01% | +66.7% |
Q4 2018 | $1,403,000 | +546.5% | 12,773 | +640.9% | 0.00% | – |
Q3 2018 | $217,000 | +6.9% | 1,724 | +9.0% | 0.00% | – |
Q2 2018 | $203,000 | -15.4% | 1,581 | -37.0% | 0.00% | – |
Q1 2018 | $240,000 | -9.1% | 2,511 | -7.6% | 0.00% | – |
Q4 2017 | $264,000 | +31.3% | 2,719 | +14.9% | 0.00% | – |
Q3 2017 | $201,000 | -45.5% | 2,366 | -49.2% | 0.00% | -100.0% |
Q3 2013 | $369,000 | +12.2% | 4,654 | +9.7% | 0.00% | 0.0% |
Q2 2013 | $329,000 | +13.1% | 4,242 | +1.8% | 0.00% | 0.0% |
Q1 2013 | $291,000 | +9.8% | 4,165 | -1.3% | 0.00% | 0.0% |
Q4 2012 | $265,000 | -5.0% | 4,221 | -5.4% | 0.00% | 0.0% |
Q3 2012 | $279,000 | +6.1% | 4,460 | -1.7% | 0.00% | 0.0% |
Q2 2012 | $263,000 | -13.2% | 4,538 | -5.6% | 0.00% | 0.0% |
Q1 2012 | $303,000 | – | 4,805 | – | 0.00% | – |
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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% |