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 | $1,175,182 | -3.7% | 5,017 | -19.4% | 0.02% | 0.0% |
| Q2 2023 | $1,220,302 | -9.5% | 6,224 | 0.0% | 0.02% | -32.0% |
| Q1 2023 | $1,348,014 | 0.0% | 6,224 | 0.0% | 0.02% | +4.2% |
| Q4 2022 | $1,348,014 | +2.0% | 6,224 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $1,321,000 | -12.2% | 6,224 | 0.0% | 0.03% | -10.0% |
| Q2 2022 | $1,505,000 | -11.5% | 6,224 | 0.0% | 0.03% | -11.8% |
| Q1 2022 | $1,700,000 | -20.4% | 6,224 | -0.3% | 0.03% | -17.1% |
| Q4 2021 | $2,135,000 | +32.4% | 6,243 | +0.3% | 0.04% | +24.2% |
| Q3 2021 | $1,612,000 | +0.8% | 6,224 | 0.0% | 0.03% | -15.4% |
| Q2 2021 | $1,600,000 | +14.2% | 6,224 | 0.0% | 0.04% | -43.5% |
| Q1 2021 | $1,401,000 | -3.0% | 6,224 | -0.3% | 0.07% | -9.2% |
| Q4 2020 | $1,445,000 | +38.5% | 6,242 | -3.9% | 0.08% | -5.0% |
| Q3 2020 | $1,043,000 | +15.1% | 6,496 | +1.1% | 0.08% | -7.0% |
| Q2 2020 | $906,000 | +56.2% | 6,425 | +28.7% | 0.09% | +53.6% |
| Q1 2020 | $580,000 | -25.1% | 4,992 | -2.5% | 0.06% | -24.3% |
| Q4 2019 | $774,000 | +3.5% | 5,118 | 0.0% | 0.07% | -8.6% |
| Q3 2019 | $748,000 | +1.1% | 5,118 | 0.0% | 0.08% | +1.2% |
| Q2 2019 | $740,000 | +14.7% | 5,118 | 0.0% | 0.08% | -1.2% |
| Q1 2019 | $645,000 | +12.0% | 5,118 | -2.4% | 0.08% | -8.0% |
| Q4 2018 | $576,000 | -14.2% | 5,242 | -1.6% | 0.09% | -14.6% |
| Q3 2018 | $671,000 | -13.3% | 5,329 | -11.7% | 0.10% | -17.6% |
| Q2 2018 | $774,000 | +33.9% | 6,036 | -0.2% | 0.12% | +10.6% |
| Q1 2018 | $578,000 | -1.4% | 6,047 | 0.0% | 0.11% | -7.4% |
| Q4 2017 | $586,000 | – | 6,047 | – | 0.12% | – |
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% |