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 | $556,368,118 | +147.1% | 2,375,205 | +106.8% | 0.02% | +166.7% |
| Q2 2023 | $225,169,852 | +0.4% | 1,148,416 | +3.9% | 0.01% | -14.3% |
| Q1 2023 | $224,361,501 | -5.5% | 1,105,066 | +0.8% | 0.01% | 0.0% |
| Q4 2022 | $237,430,450 | +6.3% | 1,096,221 | +4.2% | 0.01% | -12.5% |
| Q3 2022 | $223,461,000 | -13.1% | 1,052,474 | -1.0% | 0.01% | 0.0% |
| Q2 2022 | $257,085,000 | -12.0% | 1,063,077 | -0.6% | 0.01% | 0.0% |
| Q1 2022 | $292,213,000 | -18.8% | 1,069,710 | +1.6% | 0.01% | -11.1% |
| Q4 2021 | $360,033,000 | +33.6% | 1,052,758 | +1.2% | 0.01% | +12.5% |
| Q3 2021 | $269,461,000 | -0.2% | 1,040,270 | -0.9% | 0.01% | 0.0% |
| Q2 2021 | $270,024,000 | +8.7% | 1,050,231 | -4.8% | 0.01% | +14.3% |
| Q1 2021 | $248,372,000 | +5.1% | 1,103,691 | +8.2% | 0.01% | -12.5% |
| Q4 2020 | $236,318,000 | +43.5% | 1,020,501 | -0.5% | 0.01% | +33.3% |
| Q3 2020 | $164,730,000 | +11.8% | 1,025,652 | -1.8% | 0.01% | 0.0% |
| Q2 2020 | $147,285,000 | +42.6% | 1,044,802 | +17.6% | 0.01% | +20.0% |
| Q1 2020 | $103,311,000 | -24.8% | 888,702 | -2.1% | 0.01% | 0.0% |
| Q4 2019 | $137,334,000 | +3.3% | 907,630 | -0.2% | 0.01% | -16.7% |
| Q3 2019 | $132,883,000 | +3.7% | 909,283 | +2.7% | 0.01% | +20.0% |
| Q2 2019 | $128,087,000 | +24.5% | 885,567 | +8.5% | 0.01% | 0.0% |
| Q1 2019 | $102,857,000 | +15.7% | 816,394 | +0.8% | 0.01% | +25.0% |
| Q4 2018 | $88,919,000 | -11.1% | 809,540 | +1.9% | 0.00% | 0.0% |
| Q3 2018 | $100,030,000 | -0.4% | 794,513 | +1.4% | 0.00% | -20.0% |
| Q2 2018 | $100,467,000 | +38.0% | 783,368 | +2.8% | 0.01% | +66.7% |
| Q1 2018 | $72,824,000 | -1.8% | 762,389 | -0.3% | 0.00% | -25.0% |
| Q4 2017 | $74,127,000 | +13.4% | 764,427 | -0.6% | 0.00% | +33.3% |
| Q3 2017 | $65,371,000 | +2.5% | 769,151 | -5.5% | 0.00% | 0.0% |
| Q2 2017 | $63,773,000 | +14.1% | 814,070 | +14.5% | 0.00% | 0.0% |
| Q1 2017 | $55,874,000 | +5744.6% | 710,844 | +5368.0% | 0.00% | +200.0% |
| Q4 2016 | $956,000 | +8.0% | 13,000 | +16.6% | 0.00% | 0.0% |
| Q3 2016 | $885,000 | +100.2% | 11,153 | +106.5% | 0.00% | 0.0% |
| Q2 2016 | $442,000 | +115.6% | 5,402 | +133.0% | 0.00% | – |
| Q1 2016 | $205,000 | +220.3% | 2,318 | +189.4% | 0.00% | – |
| Q4 2015 | $64,000 | +16.4% | 801 | +16.1% | 0.00% | – |
| Q3 2015 | $55,000 | +25.0% | 690 | +24.5% | 0.00% | – |
| Q2 2015 | $44,000 | 0.0% | 554 | -6.1% | 0.00% | – |
| Q1 2015 | $44,000 | +4.8% | 590 | -9.0% | 0.00% | – |
| Q4 2014 | $42,000 | -10.6% | 648 | -7.0% | 0.00% | – |
| Q3 2014 | $47,000 | +9.3% | 697 | +18.1% | 0.00% | – |
| Q2 2014 | $43,000 | -63.9% | 590 | -60.8% | 0.00% | – |
| Q1 2014 | $119,000 | +17.8% | 1,507 | +17.3% | 0.00% | – |
| Q4 2013 | $101,000 | -1.9% | 1,285 | -1.4% | 0.00% | – |
| Q3 2013 | $103,000 | +2.0% | 1,303 | 0.0% | 0.00% | – |
| Q2 2013 | $101,000 | – | 1,303 | – | 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% |