MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 239 filers reported holding MORNINGSTAR INC in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,230,519 | +43.5% | 99,174 | +20.1% | 0.01% | +33.3% |
| Q2 2023 | $16,184,990 | +94715.4% | 82,547 | -1.8% | 0.01% | 0.0% |
| Q1 2023 | $17,070 | -7.6% | 84,075 | -1.4% | 0.01% | -14.3% |
| Q4 2022 | $18,469 | -99.9% | 85,273 | -6.3% | 0.01% | -12.5% |
| Q3 2022 | $19,322,000 | -13.4% | 91,005 | -1.3% | 0.01% | -11.1% |
| Q2 2022 | $22,304,000 | -20.7% | 92,230 | -7.9% | 0.01% | 0.0% |
| Q1 2022 | $28,131,000 | -21.8% | 100,104 | -4.8% | 0.01% | -18.2% |
| Q4 2021 | $35,956,000 | +20.7% | 105,136 | -8.6% | 0.01% | +22.2% |
| Q3 2021 | $29,782,000 | -28.4% | 114,973 | -29.0% | 0.01% | -25.0% |
| Q2 2021 | $41,612,000 | +28.4% | 161,843 | +12.4% | 0.01% | +20.0% |
| Q1 2021 | $32,402,000 | -1.9% | 143,982 | +1.0% | 0.01% | -9.1% |
| Q4 2020 | $33,026,000 | +48.3% | 142,621 | +2.9% | 0.01% | +22.2% |
| Q3 2020 | $22,263,000 | +11.5% | 138,614 | -2.2% | 0.01% | +12.5% |
| Q2 2020 | $19,971,000 | +59.7% | 141,671 | +31.7% | 0.01% | +33.3% |
| Q1 2020 | $12,503,000 | -28.0% | 107,555 | -6.3% | 0.01% | -14.3% |
| Q4 2019 | $17,370,000 | -5.7% | 114,794 | -8.9% | 0.01% | 0.0% |
| Q3 2019 | $18,418,000 | +13.5% | 126,032 | +12.4% | 0.01% | +16.7% |
| Q2 2019 | $16,225,000 | – | 112,176 | – | 0.01% | – |
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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% |