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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $711,000 | +84.2% | 3,159 | +31.4% | 0.02% | +50.0% |
| Q3 2020 | $386,000 | -56.3% | 2,405 | -65.7% | 0.01% | -37.5% |
| Q3 2018 | $884,000 | +319.0% | 7,020 | +193.2% | 0.02% | +433.3% |
| Q1 2016 | $211,000 | -17.3% | 2,394 | -24.6% | 0.00% | -50.0% |
| Q3 2015 | $255,000 | +25.0% | 3,174 | +12.0% | 0.01% | -25.0% |
| Q2 2014 | $204,000 | -84.7% | 2,834 | -83.2% | 0.01% | -90.7% |
| Q1 2014 | $1,331,000 | +21.1% | 16,848 | +19.7% | 0.09% | +56.4% |
| Q4 2013 | $1,099,000 | +236.1% | 14,077 | +233.7% | 0.06% | +205.6% |
| Q2 2013 | $327,000 | – | 4,219 | – | 0.02% | – |
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% |