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 | $790 | +19.5% | 3,372 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $661 | +5.9% | 3,372 | +9.8% | 0.00% | 0.0% |
| Q1 2023 | $624 | -6.2% | 3,072 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $665 | -99.9% | 3,072 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $652,000 | -36.9% | 3,072 | -28.1% | 0.00% | -42.9% |
| Q2 2022 | $1,033,000 | -11.5% | 4,272 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $1,167,000 | -20.1% | 4,272 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $1,461,000 | +32.0% | 4,272 | 0.0% | 0.01% | +16.7% |
| Q3 2021 | $1,107,000 | +0.8% | 4,272 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,098,000 | +4.5% | 4,272 | -8.6% | 0.01% | 0.0% |
| Q1 2021 | $1,051,000 | -2.9% | 4,672 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $1,082,000 | +44.3% | 4,672 | 0.0% | 0.01% | +40.0% |
| Q3 2020 | $750,000 | -43.1% | 4,672 | -50.0% | 0.01% | -16.7% |
| Q2 2020 | $1,318,000 | – | 9,344 | – | 0.01% | – |
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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% |