MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,166,717 | +112.8% | 4,665 | +76.0% | 0.00% | – |
| Q2 2023 | $548,333 | +7.6% | 2,651 | +14.2% | 0.00% | – |
| Q4 2022 | $509,553 | +16.6% | 2,321 | +14.7% | 0.00% | – |
| Q3 2022 | $437,000 | -3.7% | 2,024 | +9.8% | 0.00% | – |
| Q2 2022 | $454,000 | -21.3% | 1,843 | -10.8% | 0.00% | – |
| Q1 2022 | $577,000 | -21.3% | 2,065 | -1.8% | 0.00% | – |
| Q4 2021 | $733,000 | -90.5% | 2,103 | -92.5% | 0.00% | -100.0% |
| Q3 2021 | $7,724,000 | +30.9% | 27,934 | +21.4% | 0.00% | +33.3% |
| Q2 2021 | $5,901,000 | +16.8% | 23,005 | +6.3% | 0.00% | 0.0% |
| Q1 2021 | $5,053,000 | -18.3% | 21,648 | -20.8% | 0.00% | -25.0% |
| Q4 2020 | $6,183,000 | +22.4% | 27,324 | -10.3% | 0.00% | 0.0% |
| Q3 2020 | $5,050,000 | +16.4% | 30,457 | +4.5% | 0.00% | 0.0% |
| Q2 2020 | $4,337,000 | +21.8% | 29,157 | -7.9% | 0.00% | 0.0% |
| Q1 2020 | $3,562,000 | -22.6% | 31,662 | +4.0% | 0.00% | +33.3% |
| Q4 2019 | $4,605,000 | +33.3% | 30,437 | +28.8% | 0.00% | 0.0% |
| Q3 2019 | $3,454,000 | +15.8% | 23,630 | +14.6% | 0.00% | 0.0% |
| Q2 2019 | $2,983,000 | +15.9% | 20,619 | +1.0% | 0.00% | +50.0% |
| Q1 2019 | $2,573,000 | +23.8% | 20,424 | +7.9% | 0.00% | 0.0% |
| Q4 2018 | $2,078,000 | -18.2% | 18,922 | -6.1% | 0.00% | 0.0% |
| Q3 2018 | $2,539,000 | -8.9% | 20,160 | -7.2% | 0.00% | 0.0% |
| Q2 2018 | $2,786,000 | +25.9% | 21,722 | -6.2% | 0.00% | 0.0% |
| Q1 2018 | $2,212,000 | -17.7% | 23,157 | -16.5% | 0.00% | 0.0% |
| Q4 2017 | $2,689,000 | +13.0% | 27,735 | -0.9% | 0.00% | 0.0% |
| Q3 2017 | $2,379,000 | +5.5% | 27,989 | -2.8% | 0.00% | 0.0% |
| Q2 2017 | $2,256,000 | -48.6% | 28,810 | -48.4% | 0.00% | -50.0% |
| Q1 2017 | $4,391,000 | +3.4% | 55,872 | -4.1% | 0.00% | 0.0% |
| Q4 2016 | $4,248,000 | -6.2% | 58,270 | +1.9% | 0.00% | -20.0% |
| Q3 2016 | $4,531,000 | -1.7% | 57,164 | +1.4% | 0.01% | 0.0% |
| Q2 2016 | $4,609,000 | -8.5% | 56,363 | -1.3% | 0.01% | 0.0% |
| Q1 2016 | $5,039,000 | +173.4% | 57,084 | +149.0% | 0.01% | +150.0% |
| Q4 2015 | $1,843,000 | +17.5% | 22,924 | +17.3% | 0.00% | 0.0% |
| Q3 2015 | $1,569,000 | -15.8% | 19,551 | -16.6% | 0.00% | 0.0% |
| Q2 2015 | $1,864,000 | +9.1% | 23,435 | +2.7% | 0.00% | 0.0% |
| Q1 2015 | $1,709,000 | +36.0% | 22,824 | +17.5% | 0.00% | +100.0% |
| Q4 2014 | $1,257,000 | -46.6% | 19,423 | -44.0% | 0.00% | -66.7% |
| Q3 2014 | $2,356,000 | +75.8% | 34,701 | +86.0% | 0.00% | +200.0% |
| Q2 2014 | $1,340,000 | -4.8% | 18,654 | +4.7% | 0.00% | -50.0% |
| Q1 2014 | $1,408,000 | -11.5% | 17,818 | -12.6% | 0.00% | 0.0% |
| Q4 2013 | $1,591,000 | +5.4% | 20,380 | +6.9% | 0.00% | 0.0% |
| Q3 2013 | $1,510,000 | +393.5% | 19,059 | +382.5% | 0.00% | +100.0% |
| Q2 2013 | $306,000 | – | 3,950 | – | 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% |