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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $928,000 | -28.7% | 4,175 | -42.2% | 0.54% | -22.7% |
| Q3 2020 | $1,302,000 | +92.3% | 7,226 | +55.6% | 0.70% | +8.9% |
| Q2 2020 | $677,000 | -21.6% | 4,643 | -37.1% | 0.64% | -34.9% |
| Q1 2020 | $864,000 | -30.2% | 7,383 | -9.3% | 0.99% | +1.0% |
| Q4 2019 | $1,237,000 | +1.6% | 8,139 | -2.3% | 0.98% | -2.7% |
| Q3 2019 | $1,217,000 | -19.4% | 8,328 | -20.2% | 1.00% | -18.9% |
| Q2 2019 | $1,510,000 | +3.1% | 10,439 | -10.2% | 1.24% | +9.4% |
| Q1 2019 | $1,465,000 | +20.5% | 11,624 | +5.0% | 1.13% | +1.5% |
| Q4 2018 | $1,216,000 | – | 11,071 | – | 1.12% | – |
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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% |