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 | $1,878,605 | +31.9% | 8,020 | +10.4% | 0.01% | +42.9% |
| Q2 2023 | $1,424,645 | +5.3% | 7,266 | +9.0% | 0.01% | 0.0% |
| Q1 2023 | $1,352,992 | +10.3% | 6,664 | +17.7% | 0.01% | 0.0% |
| Q4 2022 | $1,226,333 | +24.4% | 5,662 | +22.0% | 0.01% | +16.7% |
| Q3 2022 | $986,000 | +23.7% | 4,642 | +40.8% | 0.01% | +20.0% |
| Q2 2022 | $797,000 | -30.0% | 3,297 | -20.9% | 0.01% | 0.0% |
| Q1 2022 | $1,138,000 | -94.3% | 4,167 | -92.9% | 0.01% | -94.4% |
| Q4 2021 | $20,099,000 | +12.6% | 58,772 | -14.7% | 0.09% | +5.9% |
| Q3 2021 | $17,849,000 | -38.1% | 68,907 | -38.5% | 0.08% | -40.6% |
| Q2 2021 | $28,828,000 | -19.6% | 112,125 | -29.7% | 0.14% | -26.7% |
| Q1 2021 | $35,877,000 | -57.5% | 159,425 | -56.3% | 0.20% | -60.8% |
| Q4 2020 | $84,436,000 | -8.6% | 364,625 | -36.6% | 0.50% | -17.5% |
| Q3 2020 | $92,335,000 | +13.3% | 574,900 | -0.5% | 0.60% | +0.5% |
| Q2 2020 | $81,481,000 | +37.4% | 578,000 | +13.3% | 0.60% | +10.1% |
| Q1 2020 | $59,288,000 | -23.5% | 510,000 | -0.4% | 0.55% | -13.1% |
| Q4 2019 | $77,471,000 | +3.2% | 512,000 | -0.3% | 0.63% | -8.6% |
| Q3 2019 | $75,058,000 | +7.4% | 513,600 | +6.3% | 0.69% | +52.0% |
| Q2 2019 | $69,905,000 | +43.3% | 483,300 | +24.8% | 0.45% | +30.3% |
| Q1 2019 | $48,796,000 | +54.0% | 387,300 | +34.3% | 0.35% | +31.9% |
| Q4 2018 | $31,678,000 | – | 288,400 | – | 0.26% | – |
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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% |