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 | $167,131,645 | +113.6% | 713,506 | +78.8% | 0.01% | +125.0% |
| Q2 2023 | $78,238,204 | -2.5% | 399,032 | +1.0% | 0.00% | -20.0% |
| Q1 2023 | $80,217,559 | -51.8% | 395,102 | -48.6% | 0.01% | 0.0% |
| Q4 2022 | $166,552,078 | +102.0% | 768,974 | +98.0% | 0.01% | 0.0% |
| Q3 2022 | $82,443,000 | -9.8% | 388,294 | +2.9% | 0.01% | 0.0% |
| Q2 2022 | $91,412,000 | -9.3% | 377,444 | +2.4% | 0.01% | 0.0% |
| Q1 2022 | $100,820,000 | -19.8% | 368,593 | +0.3% | 0.01% | -16.7% |
| Q4 2021 | $125,707,000 | +37.2% | 367,576 | +3.9% | 0.01% | +20.0% |
| Q3 2021 | $91,651,000 | +2.0% | 353,824 | +1.3% | 0.01% | 0.0% |
| Q2 2021 | $89,846,000 | +43.1% | 349,447 | +25.2% | 0.01% | +25.0% |
| Q1 2021 | $62,799,000 | -5.0% | 279,058 | -2.1% | 0.00% | 0.0% |
| Q4 2020 | $66,078,000 | +43.4% | 284,959 | -0.7% | 0.00% | +33.3% |
| Q3 2020 | $46,077,000 | +9.7% | 286,890 | -3.7% | 0.00% | 0.0% |
| Q2 2020 | $42,011,000 | +23.9% | 298,014 | +2.2% | 0.00% | 0.0% |
| Q1 2020 | $33,912,000 | -16.8% | 291,717 | +8.3% | 0.00% | 0.0% |
| Q4 2019 | $40,763,000 | +3.2% | 269,402 | -0.4% | 0.00% | 0.0% |
| Q3 2019 | $39,513,000 | -0.2% | 270,381 | -1.2% | 0.00% | 0.0% |
| Q2 2019 | $39,574,000 | +16.1% | 273,601 | +1.1% | 0.00% | 0.0% |
| Q1 2019 | $34,091,000 | +7.8% | 270,585 | -6.0% | 0.00% | 0.0% |
| Q4 2018 | $31,614,000 | -14.6% | 287,821 | -2.2% | 0.00% | 0.0% |
| Q3 2018 | $37,035,000 | +4.2% | 294,155 | +6.2% | 0.00% | 0.0% |
| Q2 2018 | $35,542,000 | +27.5% | 277,101 | -5.1% | 0.00% | +50.0% |
| Q1 2018 | $27,878,000 | -3.6% | 291,857 | -2.1% | 0.00% | 0.0% |
| Q4 2017 | $28,919,000 | +16.8% | 298,173 | +2.3% | 0.00% | 0.0% |
| Q3 2017 | $24,760,000 | +10.5% | 291,436 | +1.9% | 0.00% | 0.0% |
| Q2 2017 | $22,415,000 | +6.7% | 286,049 | +7.0% | 0.00% | 0.0% |
| Q1 2017 | $21,013,000 | +9.5% | 267,319 | +2.4% | 0.00% | 0.0% |
| Q4 2016 | $19,192,000 | -3.9% | 260,978 | +3.6% | 0.00% | 0.0% |
| Q3 2016 | $19,969,000 | +3.1% | 251,865 | +6.3% | 0.00% | 0.0% |
| Q2 2016 | $19,376,000 | -8.4% | 236,926 | -1.1% | 0.00% | 0.0% |
| Q1 2016 | $21,143,000 | +11.9% | 239,475 | +1.8% | 0.00% | 0.0% |
| Q4 2015 | $18,902,000 | +2.6% | 235,126 | +2.4% | 0.00% | 0.0% |
| Q3 2015 | $18,426,000 | -1.5% | 229,653 | -2.3% | 0.00% | 0.0% |
| Q2 2015 | $18,698,000 | +6.0% | 235,048 | -0.2% | 0.00% | 0.0% |
| Q1 2015 | $17,640,000 | +15.4% | 235,557 | -0.3% | 0.00% | 0.0% |
| Q4 2014 | $15,286,000 | -3.2% | 236,276 | +1.6% | 0.00% | 0.0% |
| Q3 2014 | $15,787,000 | -13.1% | 232,514 | -8.2% | 0.00% | 0.0% |
| Q2 2014 | $18,177,000 | -10.4% | 253,214 | -1.4% | 0.00% | 0.0% |
| Q1 2014 | $20,286,000 | -49.3% | 256,732 | -55.3% | 0.00% | -33.3% |
| Q4 2013 | $40,031,000 | +89.6% | 574,533 | +115.6% | 0.00% | 0.0% |
| Q3 2013 | $21,115,000 | -4.5% | 266,426 | -6.6% | 0.00% | 0.0% |
| Q2 2013 | $22,120,000 | – | 285,106 | – | 0.00% | – |
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% |