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 | $2,464,439 | +74.4% | 10,521 | +46.0% | 0.04% | +81.0% |
| Q2 2023 | $1,413,273 | -7.7% | 7,208 | -4.4% | 0.02% | -12.5% |
| Q1 2023 | $1,530,440 | -21.2% | 7,538 | -16.0% | 0.02% | -22.6% |
| Q4 2022 | $1,942,812 | +2.5% | 8,970 | +0.4% | 0.03% | -6.1% |
| Q3 2022 | $1,896,000 | -16.6% | 8,930 | -5.0% | 0.03% | -13.2% |
| Q2 2022 | $2,274,000 | -20.1% | 9,400 | -9.8% | 0.04% | -5.0% |
| Q1 2022 | $2,845,000 | -20.0% | 10,416 | +0.1% | 0.04% | -14.9% |
| Q4 2021 | $3,557,000 | +43.8% | 10,401 | +9.0% | 0.05% | +34.3% |
| Q3 2021 | $2,473,000 | +7.9% | 9,545 | +7.1% | 0.04% | +6.1% |
| Q2 2021 | $2,292,000 | +16.2% | 8,912 | +1.7% | 0.03% | +6.5% |
| Q1 2021 | $1,972,000 | +0.1% | 8,760 | +3.0% | 0.03% | -6.1% |
| Q4 2020 | $1,970,000 | +44.2% | 8,505 | -0.0% | 0.03% | +22.2% |
| Q3 2020 | $1,366,000 | +40.8% | 8,506 | +23.7% | 0.03% | +35.0% |
| Q2 2020 | $970,000 | +525.8% | 6,879 | +416.4% | 0.02% | +400.0% |
| Q1 2020 | $155,000 | -28.2% | 1,332 | -6.7% | 0.00% | -20.0% |
| Q4 2019 | $216,000 | +1.4% | 1,427 | -2.1% | 0.01% | 0.0% |
| Q3 2019 | $213,000 | -4.1% | 1,458 | -5.1% | 0.01% | 0.0% |
| Q2 2019 | $222,000 | +13.8% | 1,537 | -0.5% | 0.01% | +25.0% |
| Q1 2019 | $195,000 | +10.2% | 1,545 | -4.3% | 0.00% | 0.0% |
| Q4 2018 | $177,000 | -35.2% | 1,615 | -25.6% | 0.00% | -33.3% |
| Q3 2018 | $273,000 | -10.5% | 2,170 | -8.8% | 0.01% | -14.3% |
| Q2 2018 | $305,000 | +9.3% | 2,379 | -18.5% | 0.01% | 0.0% |
| Q1 2018 | $279,000 | +3.0% | 2,919 | -8.3% | 0.01% | 0.0% |
| Q4 2017 | $271,000 | 0.0% | 3,184 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $271,000 | +7.5% | 3,184 | -1.1% | 0.01% | 0.0% |
| Q2 2017 | $252,000 | -15.7% | 3,219 | -15.5% | 0.01% | -22.2% |
| Q1 2017 | $299,000 | – | 3,809 | – | 0.01% | – |
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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% |