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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $221,000 | -16.6% | 913 | -5.9% | 0.04% | +5.4% |
| Q1 2022 | $265,000 | -72.6% | 970 | -65.7% | 0.04% | -67.5% |
| Q4 2021 | $967,000 | -89.3% | 2,827 | -91.9% | 0.11% | -90.3% |
| Q3 2021 | $9,044,000 | +4.7% | 34,913 | +3.9% | 1.18% | -4.2% |
| Q2 2021 | $8,637,000 | +17.1% | 33,594 | +2.5% | 1.23% | +0.9% |
| Q1 2021 | $7,373,000 | +1098.9% | 32,761 | +1133.0% | 1.22% | +1016.5% |
| Q4 2020 | $615,000 | +75.7% | 2,657 | +21.9% | 0.11% | +41.6% |
| Q3 2020 | $350,000 | +18.6% | 2,180 | +4.2% | 0.08% | +8.5% |
| Q2 2020 | $295,000 | +25.0% | 2,092 | +3.2% | 0.07% | -1.4% |
| Q1 2020 | $236,000 | -12.9% | 2,027 | +8.3% | 0.07% | +10.8% |
| Q2 2019 | $271,000 | – | 1,872 | – | 0.06% | – |
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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% |