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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $641,000 | +6.3% | 2,492 | -7.0% | 0.07% | -8.3% |
| Q1 2021 | $603,000 | -34.9% | 2,680 | -33.0% | 0.07% | -34.5% |
| Q4 2020 | $926,000 | -32.5% | 3,999 | -53.2% | 0.11% | -28.1% |
| Q3 2020 | $1,372,000 | +19.8% | 8,542 | +5.1% | 0.15% | +31.9% |
| Q2 2020 | $1,145,000 | +37.6% | 8,125 | +47.8% | 0.12% | -25.2% |
| Q4 2019 | $832,000 | +106.5% | 5,499 | +99.5% | 0.16% | +63.2% |
| Q3 2019 | $403,000 | – | 2,756 | – | 0.10% | – |
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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% |