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 | $17,393,595 | +16.3% | 74,255 | -2.7% | 0.27% | +23.4% |
| Q2 2023 | $14,955,598 | +1.0% | 76,277 | +4.6% | 0.22% | 0.0% |
| Q1 2023 | $14,809,959 | +95226.7% | 72,945 | +1.7% | 0.22% | -6.0% |
| Q4 2022 | $15,536 | -99.9% | 71,729 | -1.8% | 0.23% | -10.4% |
| Q3 2022 | $15,505,000 | -13.4% | 73,030 | -1.4% | 0.26% | -7.2% |
| Q2 2022 | $17,910,000 | -14.2% | 74,059 | -3.1% | 0.28% | -4.5% |
| Q1 2022 | $20,886,000 | -20.0% | 76,458 | +0.2% | 0.29% | -15.9% |
| Q4 2021 | $26,102,000 | +31.4% | 76,324 | -0.4% | 0.35% | +24.4% |
| Q3 2021 | $19,859,000 | -25.5% | 76,669 | -26.1% | 0.28% | -21.2% |
| Q2 2021 | $26,661,000 | +10.5% | 103,692 | -3.3% | 0.35% | +4.4% |
| Q1 2021 | $24,134,000 | -3.3% | 107,244 | -0.5% | 0.34% | -8.6% |
| Q4 2020 | $24,955,000 | +35.3% | 107,762 | -6.1% | 0.37% | +23.7% |
| Q3 2020 | $18,439,000 | +10.9% | 114,805 | -2.7% | 0.30% | +8.3% |
| Q2 2020 | $16,626,000 | +17.4% | 117,937 | -3.2% | 0.28% | +3.0% |
| Q1 2020 | $14,160,000 | -21.4% | 121,809 | -2.2% | 0.27% | -6.6% |
| Q4 2019 | $18,008,000 | +3.4% | 124,498 | +4.5% | 0.29% | +6.3% |
| Q3 2019 | $17,411,000 | -3.3% | 119,137 | -4.3% | 0.27% | -5.9% |
| Q2 2019 | $18,008,000 | +13.4% | 124,498 | -1.2% | 0.29% | +7.5% |
| Q1 2019 | $15,874,000 | +15.0% | 125,996 | +0.3% | 0.27% | +3.1% |
| Q4 2018 | $13,801,000 | -9.5% | 125,644 | +3.7% | 0.26% | 0.0% |
| Q3 2018 | $15,252,000 | -12.9% | 121,142 | -11.3% | 0.26% | -15.6% |
| Q2 2018 | $17,509,000 | +29.4% | 136,524 | -3.6% | 0.31% | +23.2% |
| Q1 2018 | $13,530,000 | -1.1% | 141,649 | +0.4% | 0.25% | 0.0% |
| Q4 2017 | $13,685,000 | +16.6% | 141,134 | +2.2% | 0.25% | +11.1% |
| Q3 2017 | $11,738,000 | -19.5% | 138,103 | -25.8% | 0.22% | -24.0% |
| Q2 2017 | $14,582,000 | +16.2% | 186,138 | +16.6% | 0.30% | +5.7% |
| Q1 2017 | $12,551,000 | +22.5% | 159,678 | +14.7% | 0.28% | +12.4% |
| Q4 2016 | $10,245,000 | -16.1% | 139,273 | -9.6% | 0.25% | -21.9% |
| Q3 2016 | $12,207,000 | +1.9% | 153,995 | +5.1% | 0.32% | -3.0% |
| Q2 2016 | $11,979,000 | -50.9% | 146,483 | -47.0% | 0.33% | -54.9% |
| Q1 2016 | $24,400,000 | +17.4% | 276,426 | +7.0% | 0.73% | +7.4% |
| Q4 2015 | $20,781,000 | +12.1% | 258,436 | +11.9% | 0.68% | +0.6% |
| Q3 2015 | $18,533,000 | +22.9% | 230,912 | +21.8% | 0.68% | +23.1% |
| Q2 2015 | $15,081,000 | +31.5% | 189,583 | +23.8% | 0.55% | +26.8% |
| Q1 2015 | $11,472,000 | +59.6% | 153,146 | +37.9% | 0.43% | +47.8% |
| Q4 2014 | $7,186,000 | +180.0% | 111,046 | +193.8% | 0.29% | +157.0% |
| Q3 2014 | $2,566,000 | +78.6% | 37,792 | +88.9% | 0.11% | +72.7% |
| Q2 2014 | $1,437,000 | -1.1% | 20,005 | +8.8% | 0.07% | -10.8% |
| Q1 2014 | $1,453,000 | +18.0% | 18,384 | +16.6% | 0.07% | +8.8% |
| Q4 2013 | $1,231,000 | -6.7% | 15,770 | -5.3% | 0.07% | -17.1% |
| Q3 2013 | $1,320,000 | +1.1% | 16,652 | -1.0% | 0.08% | -8.9% |
| Q2 2013 | $1,306,000 | – | 16,828 | – | 0.09% | – |
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% |