MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $18,808,000 | +18.8% | 54,997 | -10.0% | 5.69% | +21.6% |
| Q3 2021 | $15,829,000 | +0.8% | 61,108 | 0.0% | 4.68% | +1.8% |
| Q2 2021 | $15,711,000 | +42.2% | 61,108 | +24.4% | 4.60% | +47.4% |
| Q1 2021 | $11,051,000 | -22.3% | 49,108 | -20.0% | 3.12% | -39.3% |
| Q4 2020 | $14,215,000 | +44.2% | 61,385 | 0.0% | 5.14% | -0.3% |
| Q3 2020 | $9,859,000 | +179.8% | 61,385 | +145.5% | 5.16% | +137.4% |
| Q2 2020 | $3,524,000 | – | 25,000 | – | 2.17% | – |
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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% |