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 | $6,994,875 | +3.1% | 29,862 | -13.7% | 0.98% | +1.8% |
Q2 2023 | $6,782,061 | +10.4% | 34,590 | +14.4% | 0.97% | +4.9% |
Q1 2023 | $6,141,454 | -6.1% | 30,249 | +0.1% | 0.92% | -11.4% |
Q4 2022 | $6,543,834 | +2.0% | 30,213 | 0.0% | 1.04% | -4.8% |
Q3 2022 | $6,415,000 | -11.1% | 30,213 | +1.2% | 1.09% | -4.2% |
Q2 2022 | $7,217,000 | -4.1% | 29,844 | +8.3% | 1.14% | +14.0% |
Q1 2022 | $7,528,000 | -13.2% | 27,557 | +8.7% | 1.00% | -16.1% |
Q4 2021 | $8,671,000 | +34.1% | 25,355 | +1.6% | 1.19% | +12.2% |
Q3 2021 | $6,465,000 | +29.2% | 24,958 | +28.2% | 1.06% | +29.4% |
Q2 2021 | $5,004,000 | +25.8% | 19,464 | +10.1% | 0.82% | +14.8% |
Q1 2021 | $3,977,000 | +57.9% | 17,672 | +62.5% | 0.71% | +42.8% |
Q4 2020 | $2,518,000 | – | 10,872 | – | 0.50% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Praesidium Investment Management Company, LLC | 298,676 | $64,690,235 | 6.58% |
Select Equity Group, L.P. | 3,945,781 | $854,616,707 | 3.21% |
CEERA INVESTMENTS, LLC | 12,566 | $2,721,670 | 1.72% |
Alamar Capital Management, LLC | 7,329 | $1,587,396 | 1.63% |
AMERICAN CAPITAL MANAGEMENT INC | 184,448 | $39,949,592 | 1.56% |
Kensington Investment Counsel, LLC | 8,913 | $1,930,467 | 1.52% |
Yorktown Management & Research Co Inc | 4,700 | $1,017,973 | 1.24% |
Martin Capital Advisors, LLP | 4,439 | $961,443 | 1.08% |
Covey Capital Advisors, LLC | 3,026 | $655,401 | 1.07% |
2Xideas AG | 46,401 | $10,049,993 | 1.06% |