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 | $2,948,145 | +22.5% | 12,586 | +2.6% | 0.00% | +50.0% |
| Q2 2023 | $2,406,171 | +40.5% | 12,272 | +45.4% | 0.00% | 0.0% |
| Q1 2023 | $1,713,167 | -3.8% | 8,438 | +2.6% | 0.00% | 0.0% |
| Q4 2022 | $1,780,586 | -5.5% | 8,221 | -7.3% | 0.00% | 0.0% |
| Q3 2022 | $1,884,000 | -18.2% | 8,872 | -6.9% | 0.00% | 0.0% |
| Q2 2022 | $2,304,000 | -19.7% | 9,531 | -9.2% | 0.00% | 0.0% |
| Q1 2022 | $2,868,000 | -19.3% | 10,501 | +0.6% | 0.00% | -33.3% |
| Q4 2021 | $3,556,000 | +48.9% | 10,438 | +12.7% | 0.00% | +50.0% |
| Q3 2021 | $2,388,000 | +20.5% | 9,261 | +19.6% | 0.00% | 0.0% |
| Q2 2021 | $1,981,000 | +18.6% | 7,744 | +3.8% | 0.00% | 0.0% |
| Q1 2021 | $1,670,000 | -17.5% | 7,462 | -15.0% | 0.00% | 0.0% |
| Q4 2020 | $2,024,000 | +30.1% | 8,782 | -9.7% | 0.00% | 0.0% |
| Q3 2020 | $1,556,000 | +14.7% | 9,729 | +0.6% | 0.00% | 0.0% |
| Q2 2020 | $1,357,000 | +26.8% | 9,667 | +5.0% | 0.00% | 0.0% |
| Q1 2020 | $1,070,000 | -25.0% | 9,207 | -2.3% | 0.00% | 0.0% |
| Q4 2019 | $1,426,000 | +4.7% | 9,427 | +1.2% | 0.00% | 0.0% |
| Q3 2019 | $1,362,000 | -2.6% | 9,314 | -3.6% | 0.00% | 0.0% |
| Q2 2019 | $1,398,000 | +8.4% | 9,662 | -5.6% | 0.00% | 0.0% |
| Q1 2019 | $1,290,000 | +2.4% | 10,238 | -10.7% | 0.00% | 0.0% |
| Q4 2018 | $1,260,000 | -13.9% | 11,468 | -1.3% | 0.00% | 0.0% |
| Q3 2018 | $1,463,000 | -3.8% | 11,617 | -2.0% | 0.00% | 0.0% |
| Q2 2018 | $1,520,000 | +31.1% | 11,850 | -2.3% | 0.00% | +100.0% |
| Q1 2018 | $1,159,000 | -7.6% | 12,129 | -6.2% | 0.00% | 0.0% |
| Q4 2017 | $1,254,000 | +10.4% | 12,928 | -3.2% | 0.00% | 0.0% |
| Q3 2017 | $1,136,000 | +43.1% | 13,362 | +31.8% | 0.00% | 0.0% |
| Q2 2017 | $794,000 | +1.7% | 10,137 | +2.1% | 0.00% | 0.0% |
| Q1 2017 | $781,000 | +27.6% | 9,931 | +19.4% | 0.00% | 0.0% |
| Q4 2016 | $612,000 | +8.7% | 8,320 | +17.2% | 0.00% | 0.0% |
| Q3 2016 | $563,000 | +15.4% | 7,097 | +18.9% | 0.00% | 0.0% |
| Q2 2016 | $488,000 | -15.1% | 5,967 | -8.5% | 0.00% | 0.0% |
| Q1 2016 | $575,000 | +31.9% | 6,519 | +20.3% | 0.00% | 0.0% |
| Q4 2015 | $436,000 | +108.6% | 5,421 | +108.6% | 0.00% | – |
| Q3 2015 | $209,000 | – | 2,599 | – | 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% |