MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,667 | -26.1% | 37 | -50.0% | 0.00% | – |
| Q2 2023 | $11,733 | +162.0% | 74 | +100.0% | 0.00% | – |
| Q1 2023 | $4,478 | +7241.0% | 37 | -89.5% | 0.00% | -100.0% |
| Q4 2022 | $61 | -99.9% | 351 | -3.0% | 0.00% | 0.0% |
| Q3 2022 | $62,000 | 0.0% | 362 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $62,000 | -7.5% | 364 | -10.1% | 0.00% | +100.0% |
| Q1 2022 | $67,000 | +415.4% | 405 | +994.6% | 0.00% | – |
| Q4 2021 | $13,000 | +30.0% | 37 | 0.0% | 0.00% | – |
| Q3 2021 | $10,000 | 0.0% | 37 | -2.6% | 0.00% | – |
| Q2 2021 | $10,000 | +25.0% | 38 | +2.7% | 0.00% | – |
| Q1 2021 | $8,000 | -33.3% | 37 | -24.5% | 0.00% | – |
| Q4 2020 | $12,000 | +50.0% | 49 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | +14.3% | 49 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $7,000 | +40.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -37.5% | 49 | -2.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | +14.3% | 50 | 0.0% | 0.00% | – |
| Q3 2019 | $7,000 | 0.0% | 50 | -7.4% | 0.00% | -100.0% |
| Q1 2019 | $7,000 | -41.7% | 54 | -52.2% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -52.0% | 113 | -42.3% | 0.00% | 0.0% |
| Q3 2018 | $25,000 | +92.3% | 196 | +86.7% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | 0.0% | 105 | -24.5% | 0.00% | 0.0% |
| Q1 2018 | $13,000 | 0.0% | 139 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $13,000 | +30.0% | 139 | +18.8% | 0.00% | – |
| Q3 2017 | $10,000 | +11.1% | 117 | 0.0% | 0.00% | – |
| Q2 2017 | $9,000 | 0.0% | 117 | 0.0% | 0.00% | – |
| Q1 2017 | $9,000 | 0.0% | 117 | -3.3% | 0.00% | – |
| Q4 2016 | $9,000 | -10.0% | 121 | -6.9% | 0.00% | -100.0% |
| Q3 2016 | $10,000 | -9.1% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $11,000 | +57.1% | 130 | +140.7% | 0.00% | 0.0% |
| Q1 2016 | $7,000 | -36.4% | 54 | -60.0% | 0.00% | 0.0% |
| Q4 2015 | $11,000 | – | 135 | – | 0.00% | – |
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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% |