MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,382,972 | -56.5% | 274,859 | -63.6% | 0.01% | -56.7% |
| Q2 2023 | $147,974,813 | +983.8% | 754,704 | +1022.3% | 0.03% | +900.0% |
| Q1 2023 | $13,652,753 | -45.7% | 67,245 | -42.1% | 0.00% | -50.0% |
| Q4 2022 | $25,145,233 | +15.8% | 116,096 | +13.5% | 0.01% | +20.0% |
| Q3 2022 | $21,720,000 | -10.7% | 102,299 | +1.8% | 0.01% | 0.0% |
| Q2 2022 | $24,312,000 | -13.8% | 100,530 | -2.6% | 0.01% | -16.7% |
| Q1 2022 | $28,193,000 | +26.9% | 103,204 | +58.9% | 0.01% | +50.0% |
| Q4 2021 | $22,208,000 | +37.9% | 64,937 | +4.4% | 0.00% | +33.3% |
| Q3 2021 | $16,108,000 | -1.7% | 62,186 | -2.4% | 0.00% | -25.0% |
| Q2 2021 | $16,383,000 | -39.5% | 63,720 | -47.1% | 0.00% | -42.9% |
| Q1 2021 | $27,089,000 | +8.9% | 120,371 | +12.1% | 0.01% | +16.7% |
| Q4 2020 | $24,869,000 | +90.1% | 107,393 | +31.9% | 0.01% | +50.0% |
| Q3 2020 | $13,080,000 | +26.6% | 81,441 | +11.1% | 0.00% | +33.3% |
| Q2 2020 | $10,332,000 | +13.3% | 73,294 | -6.6% | 0.00% | 0.0% |
| Q1 2020 | $9,119,000 | -51.5% | 78,444 | -36.8% | 0.00% | -40.0% |
| Q4 2019 | $18,785,000 | -16.2% | 124,150 | -19.1% | 0.01% | -16.7% |
| Q3 2019 | $22,418,000 | +7.2% | 153,403 | +6.1% | 0.01% | 0.0% |
| Q2 2019 | $20,919,000 | +25.2% | 144,628 | +9.1% | 0.01% | +20.0% |
| Q1 2019 | $16,707,000 | +18.1% | 132,605 | +3.0% | 0.01% | 0.0% |
| Q4 2018 | $14,145,000 | -9.8% | 128,773 | +3.4% | 0.01% | +25.0% |
| Q3 2018 | $15,675,000 | +40.4% | 124,499 | +43.0% | 0.00% | +33.3% |
| Q2 2018 | $11,165,000 | +324.7% | 87,058 | +216.3% | 0.00% | +200.0% |
| Q1 2018 | $2,629,000 | -4.0% | 27,523 | -2.6% | 0.00% | 0.0% |
| Q4 2017 | $2,739,000 | +4.1% | 28,245 | -8.7% | 0.00% | 0.0% |
| Q3 2017 | $2,631,000 | -33.5% | 30,953 | -38.7% | 0.00% | 0.0% |
| Q2 2017 | $3,955,000 | +7.2% | 50,491 | +7.5% | 0.00% | 0.0% |
| Q1 2017 | $3,690,000 | -9.0% | 46,948 | -14.8% | 0.00% | 0.0% |
| Q4 2016 | $4,055,000 | -29.3% | 55,125 | -23.8% | 0.00% | -50.0% |
| Q3 2016 | $5,734,000 | +3.4% | 72,333 | +6.7% | 0.00% | 0.0% |
| Q2 2016 | $5,543,000 | +5.1% | 67,770 | +13.4% | 0.00% | 0.0% |
| Q1 2016 | $5,275,000 | +116.8% | 59,761 | +97.5% | 0.00% | +100.0% |
| Q4 2015 | $2,433,000 | +110.3% | 30,264 | +110.0% | 0.00% | – |
| Q3 2015 | $1,157,000 | +57.6% | 14,412 | +56.2% | 0.00% | – |
| Q2 2015 | $734,000 | +29.9% | 9,227 | +22.4% | 0.00% | – |
| Q1 2015 | $565,000 | +72.3% | 7,537 | +48.8% | 0.00% | – |
| Q4 2014 | $328,000 | -73.4% | 5,064 | -72.1% | 0.00% | – |
| Q3 2014 | $1,231,000 | -29.6% | 18,123 | -25.6% | 0.00% | -100.0% |
| Q2 2014 | $1,749,000 | +66.6% | 24,352 | +83.3% | 0.00% | – |
| Q1 2014 | $1,050,000 | +174.9% | 13,286 | +171.6% | 0.00% | – |
| Q4 2013 | $382,000 | -20.6% | 4,891 | -19.4% | 0.00% | – |
| Q3 2013 | $481,000 | -9.9% | 6,071 | -11.8% | 0.00% | – |
| Q2 2013 | $534,000 | -29.9% | 6,883 | -43.2% | 0.00% | – |
| Q4 2012 | $762,000 | +19.2% | 12,124 | +18.8% | 0.00% | – |
| Q3 2012 | $639,000 | +29.4% | 10,208 | +19.4% | 0.00% | – |
| Q2 2012 | $494,000 | +87.8% | 8,546 | +104.7% | 0.00% | – |
| Q1 2012 | $263,000 | – | 4,174 | – | 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% |