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 2021 | $1,637,000 | +10.2% | 6,319 | +9.4% | 0.11% | +10.3% |
| Q2 2021 | $1,485,000 | +26.1% | 5,776 | +10.3% | 0.10% | +16.9% |
| Q1 2021 | $1,178,000 | +2.6% | 5,236 | +5.6% | 0.08% | -5.7% |
| Q4 2020 | $1,148,000 | +51.3% | 4,956 | +4.9% | 0.09% | +33.3% |
| Q3 2020 | $759,000 | +20.3% | 4,726 | +5.5% | 0.07% | +26.9% |
| Q2 2020 | $631,000 | +18.8% | 4,480 | -2.0% | 0.05% | +4.0% |
| Q1 2020 | $531,000 | -25.4% | 4,570 | -2.8% | 0.05% | -2.0% |
| Q4 2019 | $712,000 | +14.7% | 4,703 | +10.6% | 0.05% | +4.1% |
| Q3 2019 | $621,000 | +18.5% | 4,253 | +17.5% | 0.05% | +14.0% |
| Q2 2019 | $524,000 | +18.6% | 3,620 | +3.1% | 0.04% | +13.2% |
| Q1 2019 | $442,000 | +14.5% | 3,511 | 0.0% | 0.04% | +2.7% |
| Q4 2018 | $386,000 | -10.4% | 3,511 | +2.5% | 0.04% | +2.8% |
| Q3 2018 | $431,000 | -0.7% | 3,426 | +1.2% | 0.04% | -7.7% |
| Q2 2018 | $434,000 | +36.1% | 3,386 | +1.3% | 0.04% | +30.0% |
| Q1 2018 | $319,000 | +1.9% | 3,341 | +3.6% | 0.03% | +7.1% |
| Q4 2017 | $313,000 | +14.2% | 3,226 | 0.0% | 0.03% | +7.7% |
| Q3 2017 | $274,000 | +8.3% | 3,226 | 0.0% | 0.03% | +4.0% |
| Q2 2017 | $253,000 | – | 3,226 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 73,374 | $17,744,000 | 22.50% |
| Praesidium Investment Management Company, LLC | 297,952 | $72,054,000 | 6.29% |
| Select Equity Group, L.P. | 4,097,822 | $990,976,000 | 3.17% |
| Regal Partners Ltd | 55,640 | $13,455,000 | 2.29% |
| Alamar Capital Management, LLC | 8,229 | $1,990,000 | 2.25% |
| Kensington Investment Counsel, LLC | 8,862 | $2,143,000 | 1.83% |
| CEERA INVESTMENTS, LLC | 13,009 | $3,146,000 | 1.80% |
| Covey Capital Advisors, LLC | 4,823 | $1,166,000 | 1.72% |
| AMERICAN CAPITAL MANAGEMENT INC | 183,683 | $44,420,000 | 1.66% |
| Yorktown Management & Research Co Inc | 4,700 | $1,137,000 | 1.47% |