MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,179,953 | +19.6% | 26,383 | +0.2% | 0.02% | +36.4% |
Q2 2023 | $5,165,071 | -4.5% | 26,343 | -1.1% | 0.01% | -15.4% |
Q1 2023 | $5,408,922 | -6.3% | 26,641 | -0.1% | 0.01% | -7.1% |
Q4 2022 | $5,774,506 | +2.0% | 26,661 | 0.0% | 0.01% | -6.7% |
Q3 2022 | $5,661,000 | -12.0% | 26,661 | +0.2% | 0.02% | -6.2% |
Q2 2022 | $6,435,000 | -12.4% | 26,611 | -1.1% | 0.02% | +14.3% |
Q1 2022 | $7,349,000 | -20.8% | 26,904 | -0.9% | 0.01% | -17.6% |
Q4 2021 | $9,283,000 | +31.4% | 27,144 | -0.5% | 0.02% | +21.4% |
Q3 2021 | $7,064,000 | -1.0% | 27,272 | -1.7% | 0.01% | +7.7% |
Q2 2021 | $7,136,000 | +12.8% | 27,753 | -1.3% | 0.01% | 0.0% |
Q1 2021 | $6,328,000 | -4.9% | 28,121 | -2.2% | 0.01% | -7.1% |
Q4 2020 | $6,656,000 | +44.8% | 28,741 | +0.4% | 0.01% | +40.0% |
Q3 2020 | $4,597,000 | +13.9% | 28,620 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $4,035,000 | +19.1% | 28,620 | -1.8% | 0.01% | 0.0% |
Q1 2020 | $3,389,000 | -23.2% | 29,150 | 0.0% | 0.01% | -9.1% |
Q4 2019 | $4,411,000 | +3.5% | 29,150 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $4,260,000 | +1.0% | 29,150 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $4,216,000 | +9.9% | 29,150 | -4.3% | 0.01% | +10.0% |
Q1 2019 | $3,836,000 | +13.9% | 30,450 | -0.7% | 0.01% | 0.0% |
Q4 2018 | $3,367,000 | -15.4% | 30,650 | -3.1% | 0.01% | 0.0% |
Q3 2018 | $3,981,000 | -4.1% | 31,621 | -2.3% | 0.01% | -9.1% |
Q2 2018 | $4,153,000 | +34.8% | 32,381 | +0.4% | 0.01% | +37.5% |
Q1 2018 | $3,082,000 | -1.5% | 32,261 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $3,128,000 | +4.8% | 32,261 | -8.1% | 0.01% | 0.0% |
Q3 2017 | $2,985,000 | +8.5% | 35,121 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $2,751,000 | -0.4% | 35,121 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $2,761,000 | +6.8% | 35,121 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $2,584,000 | -7.2% | 35,121 | 0.0% | 0.01% | -11.1% |
Q3 2016 | $2,784,000 | -3.1% | 35,121 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $2,872,000 | +9.7% | 35,121 | +18.4% | 0.01% | -10.0% |
Q1 2016 | $2,617,000 | +10.2% | 29,652 | +0.4% | 0.01% | +11.1% |
Q4 2015 | $2,375,000 | +0.2% | 29,532 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $2,370,000 | -1.4% | 29,532 | -2.2% | 0.01% | 0.0% |
Q2 2015 | $2,403,000 | -0.8% | 30,202 | -6.6% | 0.01% | +12.5% |
Q1 2015 | $2,423,000 | +3.5% | 32,350 | -10.5% | 0.01% | +14.3% |
Q4 2014 | $2,340,000 | -6.2% | 36,164 | -1.6% | 0.01% | -12.5% |
Q3 2014 | $2,495,000 | -5.9% | 36,744 | -0.5% | 0.01% | 0.0% |
Q2 2014 | $2,651,000 | -9.1% | 36,912 | 0.0% | 0.01% | -11.1% |
Q1 2014 | $2,917,000 | -13.9% | 36,912 | -14.9% | 0.01% | -10.0% |
Q4 2013 | $3,389,000 | +2.0% | 43,394 | +3.5% | 0.01% | -9.1% |
Q3 2013 | $3,324,000 | +2.2% | 41,941 | 0.0% | 0.01% | 0.0% |
Q2 2013 | $3,254,000 | – | 41,941 | – | 0.01% | – |
Download |
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% |