MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $458,481,104 | +20.6% | 1,957,310 | +1.0% | 0.05% | +27.0% |
| Q2 2023 | $380,021,666 | +15.5% | 1,938,191 | +19.6% | 0.04% | +5.7% |
| Q1 2023 | $329,144,951 | +24.6% | 1,621,162 | +33.0% | 0.04% | +16.7% |
| Q4 2022 | $264,061,266 | +700.9% | 1,219,174 | +685.1% | 0.03% | +650.0% |
| Q3 2022 | $32,970,000 | -25.2% | 155,286 | -14.8% | 0.00% | -33.3% |
| Q2 2022 | $44,083,000 | +126.5% | 182,291 | +155.8% | 0.01% | +100.0% |
| Q1 2022 | $19,463,000 | -42.8% | 71,251 | -28.3% | 0.00% | -25.0% |
| Q4 2021 | $34,005,000 | +27.5% | 99,437 | -3.4% | 0.00% | 0.0% |
| Q3 2021 | $26,677,000 | +9.3% | 102,988 | +8.5% | 0.00% | +33.3% |
| Q2 2021 | $24,411,000 | +59.1% | 94,944 | +39.3% | 0.00% | +50.0% |
| Q1 2021 | $15,341,000 | +0.8% | 68,164 | +3.7% | 0.00% | 0.0% |
| Q4 2020 | $15,222,000 | +96.9% | 65,738 | +36.5% | 0.00% | +100.0% |
| Q3 2020 | $7,732,000 | +15.9% | 48,144 | +1.7% | 0.00% | 0.0% |
| Q2 2020 | $6,673,000 | +39.0% | 47,341 | +14.6% | 0.00% | 0.0% |
| Q1 2020 | $4,802,000 | -19.3% | 41,310 | +5.1% | 0.00% | 0.0% |
| Q4 2019 | $5,947,000 | -34.0% | 39,301 | -36.2% | 0.00% | -50.0% |
| Q3 2019 | $9,009,000 | +81.7% | 61,645 | +79.8% | 0.00% | +100.0% |
| Q2 2019 | $4,958,000 | +2.9% | 34,281 | -10.4% | 0.00% | 0.0% |
| Q1 2019 | $4,817,000 | +32.7% | 38,242 | +15.7% | 0.00% | 0.0% |
| Q4 2018 | $3,631,000 | -28.1% | 33,055 | -17.6% | 0.00% | 0.0% |
| Q3 2018 | $5,053,000 | +28.4% | 40,127 | +30.8% | 0.00% | 0.0% |
| Q2 2018 | $3,934,000 | -38.9% | 30,677 | -54.5% | 0.00% | -50.0% |
| Q1 2018 | $6,441,000 | +13.5% | 67,438 | +15.3% | 0.00% | 0.0% |
| Q4 2017 | $5,674,000 | +24.0% | 58,512 | +8.7% | 0.00% | +100.0% |
| Q3 2017 | $4,576,000 | -19.4% | 53,844 | -25.7% | 0.00% | -50.0% |
| Q2 2017 | $5,674,000 | -43.0% | 72,442 | -42.8% | 0.00% | 0.0% |
| Q1 2017 | $9,956,000 | -32.1% | 126,674 | -36.4% | 0.00% | 0.0% |
| Q4 2016 | $14,654,000 | +66.0% | 199,210 | +78.8% | 0.00% | -33.3% |
| Q3 2016 | $8,829,000 | +18.0% | 111,385 | +21.7% | 0.00% | 0.0% |
| Q2 2016 | $7,484,000 | +24.4% | 91,513 | +34.3% | 0.00% | +50.0% |
| Q1 2016 | $6,017,000 | -22.6% | 68,163 | -29.5% | 0.00% | -33.3% |
| Q4 2015 | $7,769,000 | +28.9% | 96,625 | +28.7% | 0.00% | +50.0% |
| Q3 2015 | $6,027,000 | +24.5% | 75,091 | +23.4% | 0.00% | 0.0% |
| Q2 2015 | $4,842,000 | +16.2% | 60,871 | +9.4% | 0.00% | 0.0% |
| Q1 2015 | $4,168,000 | +27.6% | 55,636 | +10.2% | 0.00% | +100.0% |
| Q4 2014 | $3,267,000 | +372.8% | 50,485 | +395.6% | 0.00% | – |
| Q3 2014 | $691,000 | -55.9% | 10,186 | -53.3% | 0.00% | -100.0% |
| Q2 2014 | $1,567,000 | -31.1% | 21,822 | -24.1% | 0.00% | 0.0% |
| Q1 2014 | $2,273,000 | -63.1% | 28,763 | -63.6% | 0.00% | -66.7% |
| Q4 2013 | $6,168,000 | -97.1% | 78,997 | -97.1% | 0.00% | -97.0% |
| Q3 2013 | $214,549,000 | +0.1% | 2,706,901 | -2.0% | 0.10% | -6.5% |
| Q2 2013 | $214,393,000 | – | 2,763,526 | – | 0.11% | – |
Download | ||||||
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% |