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 | $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 ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 73,374 | $17,744,000 | 22.50% |
| Praesidium Investment Management Company, LLC | 297,952 | $72,054,000 | 6.29% |
| Select Equity Group, L.P. | 4,097,822 | $990,976,000 | 3.17% |
| Regal Partners Ltd | 55,640 | $13,455,000 | 2.29% |
| Alamar Capital Management, LLC | 8,229 | $1,990,000 | 2.25% |
| Kensington Investment Counsel, LLC | 8,862 | $2,143,000 | 1.83% |
| CEERA INVESTMENTS, LLC | 13,009 | $3,146,000 | 1.80% |
| Covey Capital Advisors, LLC | 4,823 | $1,166,000 | 1.72% |
| AMERICAN CAPITAL MANAGEMENT INC | 183,683 | $44,420,000 | 1.66% |
| Yorktown Management & Research Co Inc | 4,700 | $1,137,000 | 1.47% |