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 | $1,402,516 | +19.3% | 5,988 | -0.1% | 0.01% | +25.0% |
| Q2 2023 | $1,175,605 | -6.8% | 5,996 | -3.4% | 0.00% | -20.0% |
| Q1 2023 | $1,260,823 | -11.4% | 6,210 | -5.5% | 0.01% | -16.7% |
| Q4 2022 | $1,423,296 | +0.7% | 6,571 | -1.2% | 0.01% | 0.0% |
| Q3 2022 | $1,413,000 | -14.7% | 6,653 | -2.9% | 0.01% | -14.3% |
| Q2 2022 | $1,657,000 | -14.0% | 6,852 | -2.8% | 0.01% | 0.0% |
| Q1 2022 | $1,926,000 | -22.7% | 7,052 | -3.2% | 0.01% | -12.5% |
| Q4 2021 | $2,492,000 | +29.6% | 7,287 | -1.8% | 0.01% | +14.3% |
| Q3 2021 | $1,923,000 | +0.8% | 7,422 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,908,000 | +2.9% | 7,422 | -9.9% | 0.01% | 0.0% |
| Q1 2021 | $1,855,000 | -37.0% | 8,241 | -35.2% | 0.01% | -36.4% |
| Q4 2020 | $2,945,000 | -18.6% | 12,716 | -43.5% | 0.01% | -26.7% |
| Q3 2020 | $3,616,000 | +11.7% | 22,513 | -1.9% | 0.02% | 0.0% |
| Q2 2020 | $3,236,000 | +13.1% | 22,952 | -6.7% | 0.02% | -16.7% |
| Q1 2020 | $2,860,000 | -38.4% | 24,604 | -19.8% | 0.02% | -25.0% |
| Q4 2019 | $4,643,000 | +3.5% | 30,684 | +0.0% | 0.02% | -7.7% |
| Q3 2019 | $4,484,000 | -19.8% | 30,683 | -20.6% | 0.03% | -18.8% |
| Q2 2019 | $5,593,000 | +12.6% | 38,665 | -1.9% | 0.03% | +6.7% |
| Q1 2019 | $4,966,000 | +14.5% | 39,414 | -0.1% | 0.03% | -6.2% |
| Q4 2018 | $4,336,000 | -23.9% | 39,473 | -12.8% | 0.03% | -8.6% |
| Q3 2018 | $5,701,000 | -7.7% | 45,278 | -6.0% | 0.04% | -16.7% |
| Q2 2018 | $6,177,000 | -20.8% | 48,162 | -41.0% | 0.04% | -23.6% |
| Q1 2018 | $7,802,000 | -61.5% | 81,682 | -61.0% | 0.06% | -60.1% |
| Q4 2017 | $20,283,000 | +8.0% | 209,173 | -5.4% | 0.14% | -2.1% |
| Q3 2017 | $18,785,000 | +4.0% | 221,024 | -4.2% | 0.14% | +3.7% |
| Q2 2017 | $18,070,000 | -3.3% | 230,664 | -1.3% | 0.14% | -9.9% |
| Q1 2017 | $18,679,000 | +7.9% | 233,816 | -0.7% | 0.15% | -2.6% |
| Q4 2016 | $17,319,000 | -12.8% | 235,442 | -6.0% | 0.16% | -11.9% |
| Q3 2016 | $19,862,000 | -4.4% | 250,565 | -1.4% | 0.18% | -9.3% |
| Q2 2016 | $20,783,000 | -12.2% | 254,134 | -5.2% | 0.19% | -13.0% |
| Q1 2016 | $23,659,000 | +9.8% | 268,040 | -0.0% | 0.22% | +10.4% |
| Q4 2015 | $21,555,000 | -0.3% | 268,076 | -0.5% | 0.20% | +8.0% |
| Q3 2015 | $21,628,000 | +0.8% | 269,477 | -0.1% | 0.19% | +484.4% |
| Q2 2015 | $21,453,000 | -5.8% | 269,686 | -11.3% | 0.03% | -8.6% |
| Q1 2015 | $22,774,000 | +15.0% | 304,026 | -0.7% | 0.04% | +9.4% |
| Q4 2014 | $19,809,000 | -22.3% | 306,122 | -18.5% | 0.03% | -27.3% |
| Q3 2014 | $25,488,000 | -15.2% | 375,392 | -10.3% | 0.04% | -10.2% |
| Q2 2014 | $30,057,000 | -9.5% | 418,577 | -0.4% | 0.05% | -10.9% |
| Q1 2014 | $33,219,000 | +12.0% | 420,398 | +10.7% | 0.06% | +12.2% |
| Q4 2013 | $29,657,000 | +0.5% | 379,793 | +2.0% | 0.05% | -5.8% |
| Q3 2013 | $29,498,000 | +9.1% | 372,172 | +6.8% | 0.05% | -1.9% |
| Q2 2013 | $27,039,000 | – | 348,535 | – | 0.05% | – |
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% |