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 | $1,186,426 | +37.1% | 5,065 | +14.7% | 0.01% | +25.0% |
| Q2 2023 | $865,649 | +7.0% | 4,415 | +10.8% | 0.00% | 0.0% |
| Q1 2023 | $809,075 | -0.8% | 3,985 | +5.8% | 0.00% | 0.0% |
| Q4 2022 | $815,895 | +18.6% | 3,767 | +16.3% | 0.00% | 0.0% |
| Q3 2022 | $688,000 | -12.1% | 3,239 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $783,000 | -8.7% | 3,239 | +3.2% | 0.01% | +25.0% |
| Q1 2022 | $858,000 | -18.8% | 3,140 | +1.6% | 0.00% | -20.0% |
| Q4 2021 | $1,057,000 | +63.1% | 3,092 | +23.7% | 0.01% | +25.0% |
| Q3 2021 | $648,000 | +0.8% | 2,500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $643,000 | +1.4% | 2,500 | -11.3% | 0.00% | 0.0% |
| Q1 2021 | $634,000 | -11.1% | 2,818 | -8.4% | 0.00% | 0.0% |
| Q4 2020 | $713,000 | +80.1% | 3,078 | +25.0% | 0.00% | +33.3% |
| Q3 2020 | $396,000 | +14.1% | 2,463 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $347,000 | +142.7% | 2,463 | +100.2% | 0.00% | +200.0% |
| Q1 2020 | $143,000 | -23.1% | 1,230 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $186,000 | +13.4% | 1,230 | +9.5% | 0.00% | 0.0% |
| Q3 2019 | $164,000 | +1.2% | 1,123 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $162,000 | +14.9% | 1,123 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $141,000 | -6.6% | 1,123 | -18.4% | 0.00% | -50.0% |
| Q4 2018 | $151,000 | +7.1% | 1,376 | +22.9% | 0.00% | +100.0% |
| Q3 2018 | $141,000 | +11.9% | 1,120 | +13.8% | 0.00% | 0.0% |
| Q2 2018 | $126,000 | +14.5% | 984 | -14.9% | 0.00% | 0.0% |
| Q1 2018 | $110,000 | -1.8% | 1,156 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $112,000 | +89.8% | 1,156 | +65.6% | 0.00% | 0.0% |
| Q3 2017 | $59,000 | +7.3% | 698 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $55,000 | +25.0% | 698 | +24.0% | 0.00% | – |
| Q1 2017 | $44,000 | +7.3% | 563 | 0.0% | 0.00% | – |
| Q4 2016 | $41,000 | -8.9% | 563 | 0.0% | 0.00% | – |
| Q3 2016 | $45,000 | +12.5% | 563 | +15.6% | 0.00% | -100.0% |
| Q2 2016 | $40,000 | -7.0% | 487 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $43,000 | +10.3% | 487 | 0.0% | 0.00% | – |
| Q4 2015 | $39,000 | +50.0% | 487 | +48.5% | 0.00% | – |
| Q3 2015 | $26,000 | +420.0% | 328 | +375.4% | 0.00% | – |
| Q2 2015 | $5,000 | 0.0% | 69 | 0.0% | 0.00% | – |
| Q1 2015 | $5,000 | – | 69 | – | 0.00% | – |
Download | ||||||
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% |