MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 269 filers reported holding MORNINGSTAR INC in Q3 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $592,327 | 0.0% | 3,021 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $592,327 | -3.4% | 3,021 | 0.0% | 0.01% | -20.0% |
| Q1 2023 | $613,354 | -6.3% | 3,021 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $654,318 | +2.1% | 3,021 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $641,000 | -12.3% | 3,021 | 0.0% | 0.02% | -5.3% |
| Q2 2022 | $731,000 | -11.4% | 3,021 | 0.0% | 0.02% | +5.6% |
| Q1 2022 | $825,000 | -20.1% | 3,021 | 0.0% | 0.02% | -14.3% |
| Q4 2021 | $1,033,000 | +31.9% | 3,021 | 0.0% | 0.02% | +16.7% |
| Q3 2021 | $783,000 | +0.8% | 3,021 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $777,000 | +14.3% | 3,021 | 0.0% | 0.02% | +5.9% |
| Q1 2021 | $680,000 | -2.9% | 3,021 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $700,000 | +44.3% | 3,021 | 0.0% | 0.02% | +28.6% |
| Q3 2020 | $485,000 | +38.2% | 3,021 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $351,000 | -23.2% | 3,021 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $457,000 | +3.6% | 3,021 | 0.0% | 0.01% | -6.7% |
| Q3 2019 | $441,000 | +0.9% | 3,021 | 0.0% | 0.02% | +7.1% |
| Q2 2019 | $437,000 | +14.7% | 3,021 | 0.0% | 0.01% | +7.7% |
| Q1 2019 | $381,000 | +14.8% | 3,021 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $332,000 | -17.0% | 3,021 | -5.0% | 0.01% | -7.1% |
| Q3 2018 | $400,000 | -2.0% | 3,181 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $408,000 | +34.2% | 3,181 | 0.0% | 0.02% | +25.0% |
| Q1 2018 | $304,000 | -1.3% | 3,181 | 0.0% | 0.01% | +9.1% |
| Q4 2017 | $308,000 | +14.1% | 3,181 | 0.0% | 0.01% | +10.0% |
| Q3 2017 | $270,000 | +8.4% | 3,181 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $249,000 | -0.4% | 3,181 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $250,000 | +7.8% | 3,181 | +0.7% | 0.01% | 0.0% |
| Q4 2016 | $232,000 | -7.2% | 3,160 | 0.0% | 0.01% | -9.1% |
| Q3 2016 | $250,000 | -3.1% | 3,160 | 0.0% | 0.01% | -8.3% |
| Q2 2016 | $258,000 | -7.5% | 3,160 | 0.0% | 0.01% | -7.7% |
| Q1 2016 | $279,000 | +9.8% | 3,160 | 0.0% | 0.01% | +8.3% |
| Q4 2015 | $254,000 | 0.0% | 3,160 | 0.0% | 0.01% | -7.7% |
| Q3 2015 | $254,000 | +1.2% | 3,160 | 0.0% | 0.01% | +18.2% |
| Q2 2015 | $251,000 | +5.9% | 3,160 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $237,000 | +16.2% | 3,160 | 0.0% | 0.01% | +10.0% |
| Q4 2014 | $204,000 | -5.1% | 3,160 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $215,000 | – | 3,160 | – | 0.01% | – |
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% |