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 | $11,712,000 | +108.2% | 50,000 | +74.3% | 0.05% | +108.0% |
| Q2 2023 | $5,624,464 | +5078.1% | 28,686 | +5261.9% | 0.02% | +2400.0% |
| Q1 2023 | $108,621 | +72.3% | 535 | +83.8% | 0.00% | – |
| Q4 2022 | $63,028 | -98.8% | 291 | -98.8% | 0.00% | -100.0% |
| Q3 2022 | $5,325,000 | +1439.0% | 25,079 | +1655.0% | 0.03% | +1200.0% |
| Q2 2022 | $346,000 | -85.3% | 1,429 | -84.3% | 0.00% | -66.7% |
| Q3 2021 | $2,357,000 | -34.8% | 9,100 | -35.3% | 0.01% | -25.0% |
| Q2 2021 | $3,614,000 | +427.6% | 14,056 | +361.5% | 0.01% | +300.0% |
| Q1 2021 | $685,000 | -81.2% | 3,046 | -80.6% | 0.00% | -80.0% |
| Q4 2020 | $3,636,000 | +34.4% | 15,700 | -6.8% | 0.01% | -50.0% |
| Q3 2020 | $2,706,000 | +22.3% | 16,849 | +7.3% | 0.02% | +11.1% |
| Q2 2020 | $2,213,000 | +5.7% | 15,700 | -12.8% | 0.02% | -18.2% |
| Q1 2020 | $2,093,000 | -19.6% | 18,000 | +4.7% | 0.02% | +100.0% |
| Q4 2019 | $2,603,000 | – | 17,200 | – | 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% |