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 | $5,735,366 | -25.7% | 24,485 | -37.8% | 0.07% | -18.5% |
| Q2 2023 | $7,717,904 | +98594.4% | 39,363 | +2.2% | 0.08% | -3.6% |
| Q1 2023 | $7,820 | -19.1% | 38,517 | -13.7% | 0.08% | -22.2% |
| Q4 2022 | $9,670 | -99.9% | 44,651 | -11.0% | 0.11% | -15.0% |
| Q3 2022 | $10,652,000 | +12.7% | 50,167 | +28.3% | 0.13% | +19.8% |
| Q2 2022 | $9,454,000 | -13.9% | 39,093 | -2.7% | 0.11% | +1.0% |
| Q1 2022 | $10,978,000 | -11.3% | 40,191 | +11.1% | 0.10% | -7.9% |
| Q4 2021 | $12,376,000 | -32.2% | 36,187 | -48.7% | 0.11% | +29.5% |
| Q3 2021 | $18,258,000 | +102.2% | 70,496 | +100.8% | 0.09% | 0.0% |
| Q2 2021 | $9,029,000 | +188.2% | 35,115 | +152.3% | 0.09% | +183.9% |
| Q1 2021 | $3,133,000 | -50.2% | 13,917 | -48.7% | 0.03% | -55.7% |
| Q4 2020 | $6,289,000 | +54.4% | 27,155 | +7.0% | 0.07% | +27.3% |
| Q3 2020 | $4,074,000 | +158.7% | 25,371 | +127.0% | 0.06% | +111.5% |
| Q2 2020 | $1,575,000 | +30.7% | 11,175 | +8.0% | 0.03% | +8.3% |
| Q1 2020 | $1,205,000 | -12.9% | 10,352 | +13.2% | 0.02% | +14.3% |
| Q4 2019 | $1,384,000 | +2.7% | 9,148 | -0.7% | 0.02% | 0.0% |
| Q3 2019 | $1,348,000 | +4.3% | 9,217 | +3.1% | 0.02% | +5.0% |
| Q2 2019 | $1,293,000 | +29.0% | 8,942 | +12.5% | 0.02% | +25.0% |
| Q1 2019 | $1,002,000 | – | 7,947 | – | 0.02% | – |
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% |