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 | $597,981,458 | +23.1% | 2,552,858 | +3.0% | 0.02% | +25.0% |
| Q2 2023 | $485,779,699 | -4.0% | 2,477,583 | -0.6% | 0.01% | -7.7% |
| Q1 2023 | $505,877,669 | -5.6% | 2,491,640 | +0.7% | 0.01% | -13.3% |
| Q4 2022 | $535,980,761 | +3.5% | 2,474,633 | +1.5% | 0.02% | 0.0% |
| Q3 2022 | $517,853,000 | -11.1% | 2,439,021 | +1.3% | 0.02% | -6.2% |
| Q2 2022 | $582,418,000 | -11.3% | 2,408,379 | +0.2% | 0.02% | 0.0% |
| Q1 2022 | $656,482,000 | -15.6% | 2,403,202 | +5.7% | 0.02% | -11.1% |
| Q4 2021 | $777,428,000 | +32.3% | 2,273,246 | +0.2% | 0.02% | +20.0% |
| Q3 2021 | $587,454,000 | -3.4% | 2,267,899 | -4.1% | 0.02% | 0.0% |
| Q2 2021 | $607,920,000 | +14.9% | 2,364,436 | +0.6% | 0.02% | +7.1% |
| Q1 2021 | $529,021,000 | +12.0% | 2,350,787 | +15.3% | 0.01% | 0.0% |
| Q4 2020 | $472,232,000 | +59.5% | 2,039,267 | +10.6% | 0.01% | +40.0% |
| Q3 2020 | $296,153,000 | +9.9% | 1,843,925 | -3.6% | 0.01% | 0.0% |
| Q2 2020 | $269,509,000 | +19.6% | 1,911,823 | -1.3% | 0.01% | 0.0% |
| Q1 2020 | $225,280,000 | -21.4% | 1,937,895 | +2.4% | 0.01% | 0.0% |
| Q4 2019 | $286,480,000 | +7.3% | 1,893,331 | +3.6% | 0.01% | 0.0% |
| Q3 2019 | $267,029,000 | +9.7% | 1,827,216 | +8.6% | 0.01% | +11.1% |
| Q2 2019 | $243,332,000 | +15.3% | 1,682,328 | +0.5% | 0.01% | +12.5% |
| Q1 2019 | $210,998,000 | +15.2% | 1,674,726 | +0.4% | 0.01% | 0.0% |
| Q4 2018 | $183,130,000 | -11.1% | 1,667,247 | +1.9% | 0.01% | 0.0% |
| Q3 2018 | $206,085,000 | +0.6% | 1,636,889 | +2.5% | 0.01% | -11.1% |
| Q2 2018 | $204,766,000 | +49.0% | 1,596,616 | +10.9% | 0.01% | +50.0% |
| Q1 2018 | $137,459,000 | -0.6% | 1,439,067 | +0.9% | 0.01% | 0.0% |
| Q4 2017 | $138,353,000 | +16.3% | 1,426,766 | +1.9% | 0.01% | 0.0% |
| Q3 2017 | $118,981,000 | +9.0% | 1,399,954 | +0.5% | 0.01% | +20.0% |
| Q2 2017 | $109,124,000 | +0.1% | 1,392,952 | +0.5% | 0.01% | -16.7% |
| Q1 2017 | $108,986,000 | +10.3% | 1,386,588 | +3.2% | 0.01% | 0.0% |
| Q4 2016 | $98,792,000 | -5.2% | 1,343,008 | +2.2% | 0.01% | 0.0% |
| Q3 2016 | $104,195,000 | +0.1% | 1,314,430 | +3.2% | 0.01% | 0.0% |
| Q2 2016 | $104,111,000 | -10.8% | 1,273,061 | -3.7% | 0.01% | -25.0% |
| Q1 2016 | $116,684,000 | +16.8% | 1,321,898 | +6.4% | 0.01% | +14.3% |
| Q4 2015 | $99,862,000 | +2.1% | 1,241,900 | +1.9% | 0.01% | +75.0% |
| Q3 2015 | $97,812,000 | -5.5% | 1,218,701 | -6.3% | 0.00% | -42.9% |
| Q2 2015 | $103,457,000 | +8.6% | 1,300,536 | +2.2% | 0.01% | +16.7% |
| Q1 2015 | $95,280,000 | +21.4% | 1,271,928 | +4.8% | 0.01% | 0.0% |
| Q4 2014 | $78,506,000 | -3.8% | 1,213,205 | +1.0% | 0.01% | 0.0% |
| Q3 2014 | $81,593,000 | -5.9% | 1,201,659 | -0.5% | 0.01% | -14.3% |
| Q2 2014 | $86,744,000 | -10.5% | 1,207,979 | -1.5% | 0.01% | -12.5% |
| Q1 2014 | $96,943,000 | +3.1% | 1,226,820 | +1.9% | 0.01% | 0.0% |
| Q4 2013 | $93,992,000 | +1.2% | 1,203,634 | +2.7% | 0.01% | -11.1% |
| Q3 2013 | $92,875,000 | +1.0% | 1,171,782 | -1.1% | 0.01% | -10.0% |
| Q2 2013 | $91,956,000 | – | 1,185,300 | – | 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% |