MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 239 filers reported holding MORNINGSTAR INC in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,073 | +19.6% | 77 | 0.0% | 0.00% | – |
| Q2 2023 | $15,115 | -3.3% | 77 | 0.0% | 0.00% | – |
| Q1 2023 | $15,633 | -87.3% | 77 | -97.9% | 0.00% | -100.0% |
| Q4 2022 | $123,468 | -80.3% | 3,611 | +22.4% | 0.00% | -70.0% |
| Q3 2022 | $626,000 | +100.0% | 2,950 | +222.8% | 0.01% | +100.0% |
| Q4 2021 | $313,000 | +38.5% | 914 | +4.6% | 0.01% | -16.7% |
| Q3 2021 | $226,000 | +4.1% | 874 | +3.6% | 0.01% | 0.0% |
| Q2 2021 | $217,000 | -71.0% | 844 | -81.9% | 0.01% | -76.9% |
| Q3 2020 | $748,000 | +20.6% | 4,654 | +5.9% | 0.03% | +8.3% |
| Q2 2020 | $620,000 | +67.1% | 4,395 | +37.7% | 0.02% | +33.3% |
| Q1 2020 | $371,000 | +37.9% | 3,192 | +79.4% | 0.02% | +63.6% |
| Q4 2019 | $269,000 | – | 1,779 | – | 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% |