MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 199 filers reported holding MORNINGSTAR INC in Q2 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $41,322,746 | +25.5% | 176,412 | +5.0% | 0.01% | +33.3% |
Q2 2023 | $32,927,604 | -2.3% | 167,938 | +1.1% | 0.01% | -10.0% |
Q1 2023 | $33,715,161 | -5.0% | 166,060 | +1.4% | 0.01% | -9.1% |
Q4 2022 | $35,472,460 | +6.8% | 163,777 | +4.7% | 0.01% | -8.3% |
Q3 2022 | $33,217,000 | -4.5% | 156,443 | +8.8% | 0.01% | 0.0% |
Q2 2022 | $34,780,000 | -9.3% | 143,816 | +2.5% | 0.01% | 0.0% |
Q1 2022 | $38,340,000 | -17.8% | 140,350 | +2.9% | 0.01% | -14.3% |
Q4 2021 | $46,661,000 | +34.6% | 136,438 | +2.0% | 0.01% | +27.3% |
Q3 2021 | $34,664,000 | +12.6% | 133,821 | +11.8% | 0.01% | +10.0% |
Q2 2021 | $30,785,000 | +17.2% | 119,734 | +2.6% | 0.01% | 0.0% |
Q1 2021 | $26,268,000 | -2.3% | 116,722 | +0.5% | 0.01% | -9.1% |
Q4 2020 | $26,895,000 | +45.5% | 116,141 | +0.9% | 0.01% | +22.2% |
Q3 2020 | $18,482,000 | +9.4% | 115,071 | -4.0% | 0.01% | +12.5% |
Q2 2020 | $16,890,000 | +16.7% | 119,810 | -3.7% | 0.01% | 0.0% |
Q1 2020 | $14,470,000 | -20.5% | 124,473 | +3.5% | 0.01% | -20.0% |
Q4 2019 | $18,205,000 | +3.4% | 120,310 | -0.2% | 0.01% | 0.0% |
Q3 2019 | $17,611,000 | -33.1% | 120,503 | -33.8% | 0.01% | -37.5% |
Q2 2019 | $26,341,000 | +24.2% | 182,114 | +8.2% | 0.02% | +14.3% |
Q1 2019 | $21,206,000 | +43.5% | 168,314 | +25.1% | 0.01% | +27.3% |
Q4 2018 | $14,778,000 | -15.8% | 134,536 | -3.5% | 0.01% | -8.3% |
Q3 2018 | $17,561,000 | +1.5% | 139,481 | +3.4% | 0.01% | -7.7% |
Q2 2018 | $17,308,000 | +40.3% | 134,949 | +4.5% | 0.01% | +30.0% |
Q1 2018 | $12,337,000 | +4.9% | 129,154 | +6.5% | 0.01% | +11.1% |
Q4 2017 | $11,761,000 | +21.4% | 121,275 | +6.4% | 0.01% | +12.5% |
Q3 2017 | $9,685,000 | +14.4% | 113,946 | +5.5% | 0.01% | 0.0% |
Q2 2017 | $8,463,000 | +13.4% | 108,021 | +13.8% | 0.01% | +14.3% |
Q1 2017 | $7,461,000 | +23.0% | 94,911 | +15.1% | 0.01% | 0.0% |
Q4 2016 | $6,067,000 | -6.3% | 82,465 | +1.0% | 0.01% | -12.5% |
Q3 2016 | $6,473,000 | +7.2% | 81,648 | +10.6% | 0.01% | 0.0% |
Q2 2016 | $6,037,000 | -21.7% | 73,820 | -15.5% | 0.01% | -20.0% |
Q1 2016 | $7,711,000 | +46.9% | 87,349 | +33.8% | 0.01% | +42.9% |
Q4 2015 | $5,250,000 | +6.0% | 65,281 | +5.7% | 0.01% | 0.0% |
Q3 2015 | $4,955,000 | +9.9% | 61,736 | +9.0% | 0.01% | +16.7% |
Q2 2015 | $4,507,000 | +9.0% | 56,645 | +2.6% | 0.01% | 0.0% |
Q1 2015 | $4,135,000 | +21.2% | 55,199 | +4.7% | 0.01% | +20.0% |
Q4 2014 | $3,412,000 | +1.4% | 52,726 | +6.4% | 0.01% | -16.7% |
Q3 2014 | $3,366,000 | +9.4% | 49,572 | +15.7% | 0.01% | +20.0% |
Q2 2014 | $3,078,000 | -7.8% | 42,861 | +1.5% | 0.01% | -16.7% |
Q1 2014 | $3,338,000 | +7.2% | 42,236 | +6.0% | 0.01% | 0.0% |
Q4 2013 | $3,113,000 | +8.1% | 39,858 | +9.3% | 0.01% | 0.0% |
Q3 2013 | $2,881,000 | +8.7% | 36,482 | +7.2% | 0.01% | 0.0% |
Q2 2013 | $2,651,000 | – | 34,022 | – | 0.01% | – |
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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% |