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 | $2,485,000 | +7.8% | 10,608 | -9.8% | 0.01% | +22.2% |
| Q2 2023 | $2,306,000 | -9.0% | 11,762 | -5.8% | 0.01% | -18.2% |
| Q1 2023 | $2,535,000 | -9.0% | 12,486 | -2.9% | 0.01% | -8.3% |
| Q4 2022 | $2,786,000 | +2.3% | 12,862 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $2,724,000 | -11.4% | 12,828 | +0.9% | 0.01% | -7.7% |
| Q2 2022 | $3,075,000 | -10.0% | 12,717 | +1.7% | 0.01% | +8.3% |
| Q1 2022 | $3,415,000 | -24.6% | 12,503 | -5.6% | 0.01% | -20.0% |
| Q4 2021 | $4,530,000 | +26.1% | 13,247 | -4.4% | 0.02% | +15.4% |
| Q3 2021 | $3,591,000 | -0.2% | 13,863 | -0.9% | 0.01% | 0.0% |
| Q2 2021 | $3,598,000 | +27.2% | 13,995 | +11.4% | 0.01% | +18.2% |
| Q1 2021 | $2,828,000 | +11.3% | 12,565 | +14.6% | 0.01% | 0.0% |
| Q4 2020 | $2,540,000 | +80.1% | 10,969 | +24.9% | 0.01% | +37.5% |
| Q3 2020 | $1,410,000 | -49.5% | 8,781 | -55.6% | 0.01% | -50.0% |
| Q2 2020 | $2,791,000 | -20.4% | 19,796 | -34.4% | 0.02% | -33.3% |
| Q1 2020 | $3,506,000 | -7.8% | 30,156 | +20.0% | 0.02% | +20.0% |
| Q4 2019 | $3,802,000 | +2.3% | 25,127 | -1.1% | 0.02% | 0.0% |
| Q3 2019 | $3,715,000 | -20.4% | 25,418 | -21.2% | 0.02% | -20.0% |
| Q2 2019 | $4,665,000 | +0.2% | 32,255 | -12.7% | 0.02% | +4.2% |
| Q1 2019 | $4,657,000 | +11.0% | 36,962 | -3.2% | 0.02% | 0.0% |
| Q4 2018 | $4,195,000 | -25.4% | 38,192 | -14.5% | 0.02% | -14.3% |
| Q3 2018 | $5,622,000 | -25.2% | 44,658 | -23.8% | 0.03% | -26.3% |
| Q2 2018 | $7,513,000 | +32.5% | 58,580 | -1.3% | 0.04% | +26.7% |
| Q1 2018 | $5,671,000 | -9.0% | 59,369 | -7.7% | 0.03% | -3.2% |
| Q4 2017 | $6,235,000 | +18.3% | 64,303 | +3.7% | 0.03% | +14.8% |
| Q3 2017 | $5,272,000 | -45.9% | 62,035 | -50.2% | 0.03% | 0.0% |
| Q2 2017 | $9,752,000 | +103.5% | 124,486 | +104.1% | 0.03% | 0.0% |
| Q1 2017 | $4,793,000 | -3.4% | 60,979 | +0.1% | 0.03% | -3.6% |
| Q4 2016 | $4,960,000 | +2.8% | 60,938 | +0.1% | 0.03% | -6.7% |
| Q3 2016 | $4,827,000 | -1.7% | 60,888 | +1.4% | 0.03% | -6.2% |
| Q2 2016 | $4,912,000 | -3.6% | 60,068 | +4.1% | 0.03% | -3.0% |
| Q1 2016 | $5,093,000 | -0.4% | 57,702 | -9.2% | 0.03% | +6.5% |
| Q4 2015 | $5,112,000 | -1.1% | 63,577 | -1.3% | 0.03% | -6.1% |
| Q3 2015 | $5,168,000 | -0.9% | 64,388 | -1.8% | 0.03% | +10.0% |
| Q2 2015 | $5,217,000 | -3.7% | 65,577 | -9.3% | 0.03% | -3.2% |
| Q1 2015 | $5,418,000 | +16.2% | 72,330 | +0.4% | 0.03% | +14.8% |
| Q4 2014 | $4,663,000 | -2.4% | 72,062 | +2.4% | 0.03% | -3.6% |
| Q3 2014 | $4,776,000 | -5.8% | 70,344 | -0.4% | 0.03% | -3.4% |
| Q2 2014 | $5,071,000 | -9.3% | 70,612 | -0.2% | 0.03% | -12.1% |
| Q1 2014 | $5,590,000 | -0.5% | 70,746 | -1.6% | 0.03% | +10.0% |
| Q4 2013 | $5,616,000 | -0.1% | 71,918 | +1.4% | 0.03% | 0.0% |
| Q3 2013 | $5,624,000 | +3.7% | 70,957 | +1.5% | 0.03% | -3.2% |
| Q2 2013 | $5,421,000 | – | 69,879 | – | 0.03% | – |
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% |