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 | $241,501 | +8.8% | 1,031 | -1.3% | 0.00% | 0.0% |
| Q3 2022 | $222,000 | -17.8% | 1,045 | -6.4% | 0.00% | -20.0% |
| Q2 2022 | $270,000 | +13.9% | 1,116 | +28.6% | 0.01% | +25.0% |
| Q1 2022 | $237,000 | -17.1% | 868 | +3.7% | 0.00% | -20.0% |
| Q4 2021 | $286,000 | +32.4% | 837 | +0.4% | 0.01% | +25.0% |
| Q3 2021 | $216,000 | +9.6% | 834 | +8.9% | 0.00% | 0.0% |
| Q2 2021 | $197,000 | +13.9% | 766 | -0.3% | 0.00% | 0.0% |
| Q1 2021 | $173,000 | -2.3% | 768 | +0.4% | 0.00% | -20.0% |
| Q4 2020 | $177,000 | +121.2% | 765 | +54.5% | 0.01% | +150.0% |
| Q3 2020 | $80,000 | -62.3% | 495 | -66.2% | 0.00% | -60.0% |
| Q2 2019 | $212,000 | -47.3% | 1,466 | -54.2% | 0.01% | -50.0% |
| Q1 2019 | $402,000 | +10.4% | 3,201 | -3.4% | 0.01% | +11.1% |
| Q4 2018 | $364,000 | -15.0% | 3,312 | -2.9% | 0.01% | 0.0% |
| Q3 2018 | $428,000 | +137.8% | 3,412 | +142.5% | 0.01% | +125.0% |
| Q2 2018 | $180,000 | -67.6% | 1,407 | -79.9% | 0.00% | -69.2% |
| Q3 2016 | $555,000 | -42.7% | 7,000 | -40.8% | 0.01% | -48.0% |
| Q2 2016 | $968,000 | -8.9% | 11,831 | -2.3% | 0.02% | -7.4% |
| Q1 2016 | $1,063,000 | +12.7% | 12,108 | +3.2% | 0.03% | +17.4% |
| Q4 2015 | $943,000 | +351.2% | 11,732 | +349.8% | 0.02% | +475.0% |
| Q3 2015 | $209,000 | – | 2,608 | – | 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% |