MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 269 filers reported holding MORNINGSTAR INC in Q3 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,037,917 | +22.2% | 4,431 | +2.3% | 0.02% | +25.0% |
Q2 2023 | $849,179 | -5.6% | 4,331 | -2.3% | 0.01% | -7.7% |
Q1 2023 | $899,626 | -5.3% | 4,431 | +1.0% | 0.01% | -13.3% |
Q4 2022 | $949,747 | +2.0% | 4,385 | 0.0% | 0.02% | -6.2% |
Q3 2022 | $931,000 | -12.2% | 4,385 | 0.0% | 0.02% | -5.9% |
Q2 2022 | $1,060,000 | -7.3% | 4,385 | +4.8% | 0.02% | +13.3% |
Q1 2022 | $1,143,000 | -20.1% | 4,185 | 0.0% | 0.02% | -16.7% |
Q4 2021 | $1,431,000 | +32.0% | 4,185 | 0.0% | 0.02% | +20.0% |
Q3 2021 | $1,084,000 | -6.1% | 4,185 | -6.7% | 0.02% | 0.0% |
Q2 2021 | $1,154,000 | +25.4% | 4,485 | +9.8% | 0.02% | +15.4% |
Q1 2021 | $920,000 | -7.4% | 4,085 | -4.7% | 0.01% | -7.1% |
Q4 2020 | $993,000 | +51.1% | 4,285 | +4.9% | 0.01% | +27.3% |
Q3 2020 | $657,000 | +14.1% | 4,085 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $576,000 | +34.6% | 4,085 | +10.9% | 0.01% | +22.2% |
Q1 2020 | $428,000 | -23.3% | 3,685 | 0.0% | 0.01% | -10.0% |
Q4 2019 | $558,000 | +3.5% | 3,685 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $539,000 | +1.1% | 3,685 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $533,000 | +22.2% | 3,685 | +6.5% | 0.01% | +11.1% |
Q1 2019 | $436,000 | +17.2% | 3,459 | +2.0% | 0.01% | +12.5% |
Q4 2018 | $372,000 | -12.9% | 3,390 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $427,000 | -1.8% | 3,390 | 0.0% | 0.01% | -11.1% |
Q2 2018 | $435,000 | +30.6% | 3,390 | -2.9% | 0.01% | +28.6% |
Q1 2018 | $333,000 | -1.8% | 3,490 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $339,000 | +14.1% | 3,490 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $297,000 | +8.4% | 3,490 | 0.0% | 0.01% | +16.7% |
Q2 2017 | $274,000 | +5.8% | 3,490 | +6.1% | 0.01% | 0.0% |
Q1 2017 | $259,000 | +7.0% | 3,290 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $242,000 | -6.9% | 3,290 | 0.0% | 0.01% | -14.3% |
Q3 2016 | $260,000 | -3.3% | 3,290 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $269,000 | -10.0% | 3,290 | -2.9% | 0.01% | -12.5% |
Q1 2016 | $299,000 | +9.9% | 3,390 | 0.0% | 0.01% | +14.3% |
Q4 2015 | $272,000 | 0.0% | 3,390 | 0.0% | 0.01% | -12.5% |
Q3 2015 | $272,000 | +0.7% | 3,390 | 0.0% | 0.01% | +14.3% |
Q2 2015 | $270,000 | +6.3% | 3,390 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $254,000 | +19.2% | 3,390 | +3.0% | 0.01% | +16.7% |
Q4 2014 | $213,000 | -4.9% | 3,290 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $224,000 | -5.1% | 3,290 | 0.0% | 0.01% | -14.3% |
Q2 2014 | $236,000 | -21.1% | 3,290 | -13.2% | 0.01% | -22.2% |
Q1 2014 | $299,000 | +3.8% | 3,790 | +2.7% | 0.01% | 0.0% |
Q4 2013 | $288,000 | -1.7% | 3,690 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $293,000 | -0.3% | 3,690 | -2.6% | 0.01% | -10.0% |
Q2 2013 | $294,000 | – | 3,790 | – | 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% |