MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 302 filers reported holding MORNINGSTAR INC in Q4 2020. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,000 | +2.6% | 1,512 | -13.9% | 0.00% | – |
| Q2 2023 | $345,000 | -53.4% | 1,757 | -51.8% | 0.00% | – |
| Q1 2023 | $740,000 | +6.9% | 3,648 | +14.2% | 0.00% | – |
| Q4 2022 | $692,000 | +10.4% | 3,194 | +8.2% | 0.00% | – |
| Q3 2022 | $627,000 | -62.9% | 2,953 | -57.7% | 0.00% | – |
| Q2 2022 | $1,689,000 | -4.9% | 6,985 | +7.4% | 0.00% | – |
| Q1 2022 | $1,776,000 | -30.2% | 6,503 | -12.6% | 0.00% | -100.0% |
| Q4 2021 | $2,544,000 | -13.0% | 7,439 | -34.1% | 0.00% | 0.0% |
| Q3 2021 | $2,923,000 | +7.7% | 11,287 | +6.9% | 0.00% | 0.0% |
| Q2 2021 | $2,714,000 | +119.2% | 10,555 | +91.8% | 0.00% | – |
| Q1 2021 | $1,238,000 | -4.3% | 5,502 | -1.6% | 0.00% | – |
| Q4 2020 | $1,294,000 | +16.2% | 5,590 | -19.4% | 0.00% | – |
| Q3 2020 | $1,114,000 | +72.7% | 6,936 | +51.7% | 0.00% | – |
| Q2 2020 | $645,000 | +9.5% | 4,571 | -9.9% | 0.00% | – |
| Q1 2020 | $589,000 | -41.1% | 5,072 | -23.3% | 0.00% | – |
| Q4 2019 | $1,000,000 | +16.8% | 6,611 | +12.9% | 0.00% | – |
| Q3 2019 | $856,000 | +52.0% | 5,854 | +50.6% | 0.00% | – |
| Q2 2019 | $563,000 | +26.8% | 3,886 | +10.2% | 0.00% | – |
| Q1 2019 | $444,000 | +21.0% | 3,525 | +5.3% | 0.00% | – |
| Q4 2018 | $367,000 | -2.7% | 3,349 | +11.6% | 0.00% | – |
| Q3 2018 | $377,000 | +12.5% | 3,000 | +14.7% | 0.00% | – |
| Q2 2018 | $335,000 | +48.9% | 2,615 | +10.8% | 0.00% | – |
| Q1 2018 | $225,000 | +2.7% | 2,361 | +4.1% | 0.00% | – |
| Q4 2017 | $219,000 | +18.4% | 2,268 | +4.1% | 0.00% | – |
| Q3 2017 | $185,000 | +11.4% | 2,178 | +3.3% | 0.00% | – |
| Q2 2017 | $166,000 | -2.4% | 2,109 | -2.0% | 0.00% | – |
| Q1 2017 | $170,000 | +12.6% | 2,152 | +4.8% | 0.00% | – |
| Q4 2016 | $151,000 | -37.1% | 2,053 | -32.2% | 0.00% | – |
| Q3 2016 | $240,000 | -51.9% | 3,028 | -50.3% | 0.00% | – |
| Q2 2016 | $499,000 | +99.6% | 6,096 | +115.5% | 0.00% | – |
| Q1 2016 | $250,000 | -41.7% | 2,829 | -46.9% | 0.00% | – |
| Q4 2015 | $429,000 | -59.8% | 5,331 | -59.9% | 0.00% | -100.0% |
| Q3 2015 | $1,066,000 | +443.9% | 13,292 | +438.1% | 0.00% | – |
| Q2 2015 | $196,000 | -79.1% | 2,470 | -80.3% | 0.00% | -100.0% |
| Q1 2015 | $940,000 | +3.5% | 12,558 | -10.5% | 0.00% | 0.0% |
| Q4 2014 | $908,000 | +225.4% | 14,036 | +241.9% | 0.00% | – |
| Q3 2014 | $279,000 | -75.4% | 4,105 | -74.1% | 0.00% | -100.0% |
| Q2 2014 | $1,136,000 | +51.5% | 15,819 | +66.7% | 0.00% | 0.0% |
| Q1 2014 | $750,000 | -59.5% | 9,491 | -60.0% | 0.00% | 0.0% |
| Q4 2013 | $1,854,000 | +117.9% | 23,747 | +121.3% | 0.00% | 0.0% |
| Q3 2013 | $851,000 | +30.9% | 10,732 | +28.1% | 0.00% | 0.0% |
| Q2 2013 | $650,000 | – | 8,375 | – | 0.00% | – |
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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% |