MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,338,330 | +2081.6% | 22,790 | +1726.1% | 0.00% | – |
| Q2 2023 | $244,695 | -4.9% | 1,248 | -1.5% | 0.00% | – |
| Q1 2023 | $257,239 | -8.8% | 1,267 | -2.7% | 0.00% | – |
| Q4 2022 | $282,000 | +19.3% | 1,302 | +17.0% | 0.00% | – |
| Q3 2022 | $236,312 | -15.0% | 1,113 | -3.1% | 0.00% | – |
| Q2 2022 | $277,863 | -7.8% | 1,149 | +4.2% | 0.00% | – |
| Q1 2022 | $301,307 | +14.1% | 1,103 | +42.9% | 0.00% | – |
| Q4 2021 | $264,000 | +26.3% | 772 | -4.1% | 0.00% | – |
| Q3 2021 | $209,000 | -6.7% | 805 | -7.5% | 0.00% | – |
| Q2 2021 | $224,000 | +11.4% | 870 | 0.0% | 0.00% | – |
| Q4 2020 | $201,000 | +4.7% | 870 | -42.2% | 0.00% | – |
| Q2 2018 | $192,000 | +29.7% | 1,504 | -2.3% | 0.00% | – |
| Q1 2018 | $148,000 | 0.0% | 1,540 | +1.4% | 0.00% | – |
| Q4 2017 | $148,000 | +13.8% | 1,519 | -0.7% | 0.00% | – |
| Q3 2017 | $130,000 | +10.2% | 1,529 | +1.3% | 0.00% | – |
| Q2 2017 | $118,000 | +6.3% | 1,510 | +6.9% | 0.00% | – |
| Q1 2017 | $111,000 | +14.4% | 1,412 | +8.0% | 0.00% | – |
| Q4 2016 | $97,000 | -2.0% | 1,308 | +5.1% | 0.00% | – |
| Q3 2016 | $99,000 | -2.9% | 1,244 | 0.0% | 0.00% | – |
| Q2 2016 | $102,000 | -8.1% | 1,244 | -1.5% | 0.00% | – |
| Q1 2016 | $111,000 | +8.8% | 1,263 | 0.0% | 0.00% | – |
| Q4 2015 | $102,000 | +1.0% | 1,263 | 0.0% | 0.00% | – |
| Q3 2015 | $101,000 | +1.0% | 1,263 | 0.0% | 0.00% | – |
| Q2 2015 | $100,000 | +5.3% | 1,263 | 0.0% | 0.00% | – |
| Q1 2015 | $95,000 | +15.9% | 1,263 | 0.0% | 0.00% | – |
| Q4 2014 | $82,000 | -9.9% | 1,263 | -6.1% | 0.00% | – |
| Q3 2014 | $91,000 | -7.1% | 1,345 | -1.2% | 0.00% | – |
| Q2 2014 | $98,000 | -10.9% | 1,362 | -1.8% | 0.00% | – |
| Q1 2014 | $110,000 | +1.9% | 1,387 | 0.0% | 0.00% | – |
| Q4 2013 | $108,000 | -42.6% | 1,387 | -41.4% | 0.00% | – |
| Q3 2013 | $188,000 | -17.5% | 2,368 | -19.3% | 0.00% | – |
| Q2 2013 | $228,000 | – | 2,933 | – | 0.00% | – |
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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% |