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 | $421,632 | +19.5% | 1,800 | 0.0% | 0.22% | +25.6% |
| Q2 2023 | $352,926 | -3.4% | 1,800 | 0.0% | 0.18% | -2.8% |
| Q1 2023 | $365,454 | -6.3% | 1,800 | 0.0% | 0.18% | -4.2% |
| Q4 2022 | $389,862 | +2.1% | 1,800 | 0.0% | 0.19% | -3.1% |
| Q3 2022 | $382,000 | -12.4% | 1,800 | 0.0% | 0.20% | -9.3% |
| Q2 2022 | $436,000 | -11.4% | 1,800 | 0.0% | 0.22% | +11.4% |
| Q1 2022 | $492,000 | -20.1% | 1,800 | 0.0% | 0.19% | +10.9% |
| Q4 2021 | $616,000 | +32.2% | 1,800 | 0.0% | 0.17% | +21.7% |
| Q3 2021 | $466,000 | +0.6% | 1,800 | 0.0% | 0.14% | +2.9% |
| Q2 2021 | $463,000 | +14.3% | 1,800 | 0.0% | 0.14% | +11.2% |
| Q1 2021 | $405,000 | -2.9% | 1,800 | 0.0% | 0.12% | -16.1% |
| Q4 2020 | $417,000 | +44.3% | 1,800 | 0.0% | 0.15% | +23.1% |
| Q3 2020 | $289,000 | +13.8% | 1,800 | 0.0% | 0.12% | -7.6% |
| Q2 2020 | $254,000 | +21.5% | 1,800 | 0.0% | 0.13% | -34.2% |
| Q1 2020 | $209,000 | -23.2% | 1,800 | 0.0% | 0.20% | +32.7% |
| Q4 2019 | $272,000 | +3.4% | 1,800 | 0.0% | 0.15% | -10.7% |
| Q3 2019 | $263,000 | +1.2% | 1,800 | 0.0% | 0.17% | +3.1% |
| Q2 2019 | $260,000 | +14.5% | 1,800 | 0.0% | 0.16% | +6.5% |
| Q1 2019 | $227,000 | 0.0% | 1,800 | 0.0% | 0.15% | +13.3% |
| Q3 2018 | $227,000 | -1.7% | 1,800 | 0.0% | 0.14% | -33.8% |
| Q2 2018 | $231,000 | – | 1,800 | – | 0.20% | – |
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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% |