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 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 ↓ |
|---|---|---|---|
| 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% |