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 | $1,037,917 | +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 ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 73,374 | $17,744,000 | 22.50% |
| Praesidium Investment Management Company, LLC | 297,952 | $72,054,000 | 6.29% |
| Select Equity Group, L.P. | 4,097,822 | $990,976,000 | 3.17% |
| Regal Partners Ltd | 55,640 | $13,455,000 | 2.29% |
| Alamar Capital Management, LLC | 8,229 | $1,990,000 | 2.25% |
| Kensington Investment Counsel, LLC | 8,862 | $2,143,000 | 1.83% |
| CEERA INVESTMENTS, LLC | 13,009 | $3,146,000 | 1.80% |
| Covey Capital Advisors, LLC | 4,823 | $1,166,000 | 1.72% |
| AMERICAN CAPITAL MANAGEMENT INC | 183,683 | $44,420,000 | 1.66% |
| Yorktown Management & Research Co Inc | 4,700 | $1,137,000 | 1.47% |