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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $312,000 | -19.4% | 2,842 | -7.6% | 0.01% | +11.1% |
| Q3 2018 | $387,000 | -4.4% | 3,076 | -2.6% | 0.01% | -10.0% |
| Q2 2018 | $405,000 | +1.5% | 3,159 | -24.3% | 0.01% | -16.7% |
| Q1 2018 | $399,000 | -0.7% | 4,173 | +0.6% | 0.01% | 0.0% |
| Q4 2017 | $402,000 | +0.2% | 4,150 | -12.1% | 0.01% | 0.0% |
| Q3 2017 | $401,000 | +0.2% | 4,722 | -7.6% | 0.01% | -7.7% |
| Q2 2017 | $400,000 | -1.5% | 5,111 | -1.2% | 0.01% | 0.0% |
| Q1 2017 | $406,000 | -2.4% | 5,171 | -8.7% | 0.01% | 0.0% |
| Q4 2016 | $416,000 | +1.7% | 5,661 | +9.8% | 0.01% | +18.2% |
| Q3 2016 | $409,000 | -6.4% | 5,154 | -3.5% | 0.01% | 0.0% |
| Q2 2016 | $437,000 | -17.4% | 5,343 | -10.8% | 0.01% | -15.4% |
| Q1 2016 | $529,000 | -10.5% | 5,988 | -18.5% | 0.01% | 0.0% |
| Q4 2015 | $591,000 | -14.7% | 7,351 | -14.9% | 0.01% | 0.0% |
| Q3 2015 | $693,000 | -25.5% | 8,636 | -26.2% | 0.01% | 0.0% |
| Q2 2015 | $930,000 | +9.7% | 11,695 | +3.3% | 0.01% | +8.3% |
| Q1 2015 | $848,000 | +1.0% | 11,316 | -12.9% | 0.01% | +9.1% |
| Q4 2014 | $840,000 | +1.7% | 12,985 | +6.7% | 0.01% | 0.0% |
| Q3 2014 | $826,000 | +5.5% | 12,164 | +11.5% | 0.01% | +10.0% |
| Q2 2014 | $783,000 | +1.2% | 10,905 | +11.3% | 0.01% | 0.0% |
| Q1 2014 | $774,000 | +48.8% | 9,801 | +47.3% | 0.01% | +42.9% |
| Q4 2013 | $520,000 | +52.9% | 6,654 | +55.1% | 0.01% | +40.0% |
| Q3 2013 | $340,000 | – | 4,289 | – | 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% |