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 | $6,161,683 | +19.5% | 26,305 | 0.0% | 0.12% | +24.2% |
| Q2 2023 | $5,157,621 | -3.4% | 26,305 | 0.0% | 0.10% | -8.3% |
| Q1 2023 | $5,340,704 | -6.3% | 26,305 | -0.1% | 0.11% | -11.5% |
| Q4 2022 | $5,700,649 | +2.0% | 26,320 | 0.0% | 0.12% | -4.7% |
| Q3 2022 | $5,588,000 | -12.2% | 26,320 | 0.0% | 0.13% | -7.9% |
| Q2 2022 | $6,365,000 | -11.5% | 26,320 | -0.0% | 0.14% | +8.6% |
| Q1 2022 | $7,193,000 | -32.9% | 26,330 | -16.0% | 0.13% | -26.4% |
| Q4 2021 | $10,720,000 | +17.4% | 31,345 | -11.1% | 0.17% | +8.1% |
| Q3 2021 | $9,130,000 | +0.8% | 35,245 | +0.1% | 0.16% | +1.3% |
| Q2 2021 | $9,057,000 | -6.1% | 35,225 | -17.8% | 0.16% | -11.7% |
| Q1 2021 | $9,649,000 | -21.4% | 42,875 | -19.1% | 0.18% | -22.4% |
| Q4 2020 | $12,273,000 | +44.2% | 53,000 | -0.0% | 0.23% | +29.6% |
| Q3 2020 | $8,513,000 | +13.9% | 53,005 | -0.1% | 0.18% | +4.1% |
| Q2 2020 | $7,477,000 | +21.0% | 53,040 | -0.2% | 0.17% | -1.7% |
| Q1 2020 | $6,179,000 | -23.2% | 53,150 | -0.0% | 0.18% | +2.9% |
| Q4 2019 | $8,046,000 | -1.5% | 53,175 | -4.9% | 0.17% | -7.6% |
| Q3 2019 | $8,168,000 | +1.0% | 55,895 | -0.0% | 0.18% | +2.2% |
| Q2 2019 | $8,088,000 | +14.7% | 55,915 | -0.1% | 0.18% | +7.8% |
| Q1 2019 | $7,053,000 | +14.5% | 55,985 | -0.2% | 0.17% | +4.4% |
| Q4 2018 | $6,159,000 | -12.8% | 56,080 | 0.0% | 0.16% | +3.9% |
| Q3 2018 | $7,060,000 | -3.6% | 56,080 | -1.8% | 0.15% | -9.9% |
| Q2 2018 | $7,320,000 | +24.3% | 57,080 | -7.5% | 0.17% | +27.6% |
| Q1 2018 | $5,891,000 | -4.1% | 61,675 | -2.6% | 0.13% | +0.8% |
| Q4 2017 | $6,140,000 | +14.1% | 63,320 | 0.0% | 0.13% | +10.8% |
| Q3 2017 | $5,381,000 | +8.1% | 63,320 | -0.4% | 0.12% | +8.1% |
| Q2 2017 | $4,980,000 | +16.6% | 63,580 | +17.0% | 0.11% | +14.4% |
| Q1 2017 | $4,271,000 | +6.9% | 54,350 | 0.0% | 0.10% | +9.0% |
| Q4 2016 | $3,997,000 | -0.9% | 54,350 | +6.8% | 0.09% | 0.0% |
| Q3 2016 | $4,033,000 | -51.5% | 50,880 | -50.0% | 0.09% | +6.0% |
| Q2 2016 | $8,322,000 | +85.3% | 101,780 | +100.0% | 0.08% | -7.7% |
| Q1 2016 | $4,492,000 | +11.0% | 50,890 | +1.1% | 0.09% | +19.7% |
| Q4 2015 | $4,047,000 | +0.2% | 50,340 | 0.0% | 0.08% | -1.3% |
| Q3 2015 | $4,040,000 | +0.5% | 50,340 | -0.4% | 0.08% | +10.0% |
| Q2 2015 | $4,020,000 | +6.2% | 50,535 | 0.0% | 0.07% | -1.4% |
| Q1 2015 | $3,785,000 | +15.7% | 50,535 | 0.0% | 0.07% | +6.0% |
| Q4 2014 | $3,270,000 | -4.7% | 50,535 | 0.0% | 0.07% | -17.3% |
| Q3 2014 | $3,431,000 | -5.2% | 50,535 | +0.2% | 0.08% | -5.8% |
| Q2 2014 | $3,621,000 | -9.0% | 50,430 | +0.1% | 0.09% | -10.4% |
| Q1 2014 | $3,979,000 | +1.5% | 50,360 | +0.3% | 0.10% | +1.1% |
| Q4 2013 | $3,920,000 | -1.5% | 50,205 | 0.0% | 0.10% | -10.4% |
| Q3 2013 | $3,979,000 | +2.0% | 50,205 | -0.1% | 0.11% | -10.9% |
| Q2 2013 | $3,900,000 | – | 50,280 | – | 0.12% | – |
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% |