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 | $91,822 | +25.9% | 392 | +5.4% | 0.00% | 0.0% |
| Q2 2023 | $72,938 | -23.9% | 372 | -21.2% | 0.00% | -33.3% |
| Q1 2023 | $95,830 | -21.8% | 472 | -16.6% | 0.00% | -25.0% |
| Q4 2022 | $122,590 | +26.4% | 566 | +23.9% | 0.00% | +33.3% |
| Q3 2022 | $97,000 | -11.0% | 457 | +1.1% | 0.00% | -25.0% |
| Q2 2022 | $109,000 | -28.8% | 452 | -19.1% | 0.00% | -20.0% |
| Q1 2022 | $153,000 | -1.9% | 559 | +22.9% | 0.01% | 0.0% |
| Q4 2021 | $156,000 | +32.2% | 455 | +0.2% | 0.01% | +25.0% |
| Q3 2021 | $118,000 | -3.3% | 454 | -4.0% | 0.00% | -20.0% |
| Q2 2021 | $122,000 | +10.9% | 473 | -3.3% | 0.01% | 0.0% |
| Q1 2021 | $110,000 | -0.9% | 489 | +1.7% | 0.01% | 0.0% |
| Q4 2020 | $111,000 | +37.0% | 481 | -4.9% | 0.01% | +25.0% |
| Q3 2020 | $81,000 | -6.9% | 506 | -18.3% | 0.00% | -20.0% |
| Q2 2020 | $87,000 | +97.7% | 619 | +64.6% | 0.01% | +25.0% |
| Q1 2020 | $44,000 | -21.4% | 376 | +1.1% | 0.00% | 0.0% |
| Q4 2019 | $56,000 | -5.1% | 372 | -8.1% | 0.00% | -20.0% |
| Q3 2019 | $59,000 | +47.5% | 405 | +46.7% | 0.01% | +66.7% |
| Q2 2019 | $40,000 | +14.3% | 276 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $35,000 | +20.7% | 276 | +4.5% | 0.00% | 0.0% |
| Q4 2018 | $29,000 | -12.1% | 264 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $33,000 | -2.9% | 264 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $34,000 | +70.0% | 264 | +27.5% | 0.00% | +100.0% |
| Q1 2018 | $20,000 | +900.0% | 207 | +1050.0% | 0.00% | – |
| Q1 2016 | $2,000 | +100.0% | 18 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | -66.7% | 18 | -63.3% | 0.00% | -100.0% |
| Q4 2014 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $3,000 | -40.0% | 49 | -30.0% | 0.00% | -50.0% |
| Q2 2014 | $5,000 | -16.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $6,000 | +500.0% | 70 | +677.8% | 0.00% | – |
| Q4 2013 | $1,000 | 0.0% | 9 | +28.6% | 0.00% | – |
| Q3 2013 | $1,000 | – | 7 | – | 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% |