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 | $1,046,368 | +98.2% | 4,467 | +65.9% | 0.00% | +100.0% |
| Q2 2023 | $527,824 | -18.5% | 2,692 | -15.6% | 0.00% | 0.0% |
| Q1 2023 | $647,864 | +106.4% | 3,190 | +100.0% | 0.00% | 0.0% |
| Q4 2022 | $313,960 | -7.4% | 1,595 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $339,000 | -12.2% | 1,595 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $386,000 | -12.3% | 1,594 | -1.1% | 0.00% | 0.0% |
| Q1 2022 | $440,000 | -17.1% | 1,612 | +3.7% | 0.00% | 0.0% |
| Q4 2021 | $531,000 | +57.1% | 1,554 | +19.2% | 0.00% | 0.0% |
| Q3 2021 | $338,000 | +0.9% | 1,304 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $335,000 | +14.3% | 1,304 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $293,000 | -3.0% | 1,304 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $302,000 | +44.5% | 1,304 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $209,000 | -8.3% | 1,304 | -13.4% | 0.00% | 0.0% |
| Q4 2019 | $228,000 | +3.6% | 1,506 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $220,000 | +2.3% | 1,506 | +1.2% | 0.00% | 0.0% |
| Q2 2019 | $215,000 | +13.2% | 1,488 | +0.5% | 0.00% | 0.0% |
| Q2 2018 | $190,000 | +21.8% | 1,480 | -9.2% | 0.00% | 0.0% |
| Q1 2018 | $156,000 | -1.3% | 1,630 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $158,000 | – | 1,630 | – | 0.00% | – |
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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% |