MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,017,973 | +2.0% | 4,700 | 0.0% | 1.24% | -3.8% |
| Q3 2022 | $998,000 | -12.2% | 4,700 | 0.0% | 1.29% | -11.7% |
| Q2 2022 | $1,137,000 | -36.0% | 4,700 | -27.7% | 1.47% | -2.7% |
| Q1 2022 | $1,776,000 | -24.7% | 6,500 | -5.8% | 1.51% | -5.5% |
| Q4 2021 | $2,360,000 | +32.1% | 6,900 | 0.0% | 1.59% | +18.6% |
| Q3 2021 | $1,787,000 | +8.6% | 6,900 | +7.8% | 1.34% | +4.1% |
| Q2 2021 | $1,646,000 | +21.9% | 6,400 | +6.7% | 1.29% | +15.2% |
| Q1 2021 | $1,350,000 | -2.8% | 6,000 | 0.0% | 1.12% | -10.3% |
| Q4 2020 | $1,389,000 | +44.1% | 6,000 | 0.0% | 1.25% | +38.7% |
| Q3 2020 | $964,000 | +36.7% | 6,000 | +20.0% | 0.90% | +42.6% |
| Q2 2020 | $705,000 | -8.1% | 5,000 | -24.2% | 0.63% | -18.6% |
| Q1 2020 | $767,000 | -23.2% | 6,600 | 0.0% | 0.78% | +44.5% |
| Q4 2019 | $999,000 | +9.7% | 6,600 | +5.9% | 0.54% | +9.4% |
| Q3 2019 | $911,000 | +1.0% | 6,233 | 0.0% | 0.49% | +44.4% |
| Q2 2019 | $902,000 | +22.7% | 6,233 | +6.9% | 0.34% | +43.5% |
| Q1 2019 | $735,000 | +14.7% | 5,833 | 0.0% | 0.24% | +11.8% |
| Q4 2018 | $641,000 | -7.2% | 5,833 | +6.3% | 0.21% | +5.0% |
| Q3 2018 | $691,000 | +7.8% | 5,487 | +9.7% | 0.20% | +8.6% |
| Q2 2018 | $641,000 | -11.5% | 5,001 | -34.0% | 0.19% | -13.1% |
| Q1 2018 | $724,000 | -1.5% | 7,575 | 0.0% | 0.21% | +0.9% |
| Q4 2017 | $735,000 | – | 7,575 | – | 0.21% | – |
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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% |