CHARLES SCHWAB INVESTMENT MANAGEMENT INC - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.

Quarter-by-quarter ownership
CHARLES SCHWAB INVESTMENT MANAGEMENT INC ownership history of MORNINGSTAR INC
ValueSharesWeighting
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$2,651,00034,0220.01%
Other shareholders
MORNINGSTAR INC shareholders Q1 2022
NameSharesValueWeighting ↓
Praesidium Investment Management Company, LLC 200,750$47,023,6806.06%
Select Equity Group, L.P. 3,598,908$843,008,2103.45%
Liontrust Investment Partners LLP 453,130$106,145,5191.70%
CEERA INVESTMENTS, LLC 12,456$2,917,6931.59%
AMERICAN CAPITAL MANAGEMENT INC 161,787$37,896,9871.46%
CRAMER ROSENTHAL MCGLYNN LLC 109,026$25,538,2501.43%
2Xideas AG 54,634$12,797,4681.42%
Alamar Capital Management, LLC 5,841$1,368,1901.29%
Kensington Investment Counsel, LLC 8,238$1,929,6691.20%
Covey Capital Advisors, LLC 3,439$805,5511.14%
View complete list of MORNINGSTAR INC shareholders