MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,044,408 | -9.3% | 252,068 | -24.1% | 0.02% | -5.9% |
| Q2 2023 | $65,129,551 | -4.1% | 332,175 | -0.7% | 0.02% | -10.5% |
| Q1 2023 | $67,887,344 | -6.3% | 334,371 | -0.0% | 0.02% | -9.5% |
| Q4 2022 | $72,436,359 | +2.7% | 334,440 | +0.7% | 0.02% | -8.7% |
| Q3 2022 | $70,530,000 | -12.0% | 332,186 | +0.3% | 0.02% | -4.2% |
| Q2 2022 | $80,125,000 | -9.5% | 331,327 | +2.2% | 0.02% | +4.3% |
| Q1 2022 | $88,550,000 | -19.8% | 324,161 | +0.4% | 0.02% | -14.8% |
| Q4 2021 | $110,442,000 | +31.4% | 322,939 | -0.5% | 0.03% | +28.6% |
| Q3 2021 | $84,078,000 | +0.6% | 324,585 | -0.2% | 0.02% | 0.0% |
| Q2 2021 | $83,602,000 | +13.3% | 325,156 | -0.8% | 0.02% | +5.0% |
| Q1 2021 | $73,757,000 | -2.0% | 327,747 | +0.9% | 0.02% | -9.1% |
| Q4 2020 | $75,255,000 | +44.3% | 324,980 | +0.1% | 0.02% | +22.2% |
| Q3 2020 | $52,163,000 | +10.1% | 324,785 | -3.3% | 0.02% | +5.9% |
| Q2 2020 | $47,367,000 | +14.7% | 336,006 | -5.4% | 0.02% | 0.0% |
| Q1 2020 | $41,296,000 | -25.2% | 355,236 | -2.6% | 0.02% | 0.0% |
| Q4 2019 | $55,193,000 | -1.6% | 364,763 | -4.9% | 0.02% | +13.3% |
| Q3 2019 | $56,082,000 | +442.0% | 383,756 | +436.5% | 0.02% | +400.0% |
| Q2 2019 | $10,347,000 | +349.3% | 71,536 | +291.4% | 0.00% | +200.0% |
| Q1 2019 | $2,303,000 | +8.9% | 18,278 | -5.0% | 0.00% | 0.0% |
| Q4 2018 | $2,114,000 | +0.4% | 19,245 | +15.0% | 0.00% | 0.0% |
| Q3 2018 | $2,106,000 | -0.3% | 16,730 | +1.6% | 0.00% | 0.0% |
| Q2 2018 | $2,112,000 | +51.5% | 16,471 | +12.9% | 0.00% | 0.0% |
| Q1 2018 | $1,394,000 | -4.8% | 14,591 | -3.4% | 0.00% | 0.0% |
| Q4 2017 | $1,465,000 | +19.2% | 15,111 | +4.5% | 0.00% | – |
| Q3 2017 | $1,229,000 | +21.6% | 14,463 | +12.1% | 0.00% | – |
| Q2 2017 | $1,011,000 | -29.2% | 12,907 | -29.0% | 0.00% | – |
| Q1 2017 | $1,428,000 | +34.2% | 18,170 | +25.6% | 0.00% | – |
| Q4 2016 | $1,064,000 | +6.7% | 14,463 | +15.0% | 0.00% | – |
| Q3 2016 | $997,000 | +15.1% | 12,576 | +18.8% | 0.00% | – |
| Q2 2016 | $866,000 | +20.9% | 10,587 | +30.6% | 0.00% | – |
| Q1 2016 | $716,000 | -14.4% | 8,109 | -22.0% | 0.00% | – |
| Q4 2015 | $836,000 | +13.1% | 10,402 | +13.0% | 0.00% | – |
| Q3 2015 | $739,000 | +6.8% | 9,206 | +5.8% | 0.00% | – |
| Q2 2015 | $692,000 | +9.1% | 8,701 | +2.8% | 0.00% | – |
| Q1 2015 | $634,000 | +49.5% | 8,468 | +29.2% | 0.00% | – |
| Q4 2014 | $424,000 | +2.2% | 6,552 | +7.2% | 0.00% | – |
| Q3 2014 | $415,000 | -1.9% | 6,111 | +3.7% | 0.00% | – |
| Q2 2014 | $423,000 | -9.2% | 5,891 | 0.0% | 0.00% | – |
| Q1 2014 | $466,000 | -91.7% | 5,891 | -91.8% | 0.00% | -100.0% |
| Q4 2013 | $5,635,000 | +35.8% | 72,157 | +37.8% | 0.00% | 0.0% |
| Q3 2013 | $4,150,000 | +83.2% | 52,357 | +79.3% | 0.00% | +100.0% |
| Q2 2013 | $2,265,000 | – | 29,199 | – | 0.00% | – |
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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% |