MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $288,811 | -90.9% | 1,473 | -89.9% | 0.00% | -92.3% |
| Q4 2022 | $3,174,343 | +77.9% | 14,656 | +74.5% | 0.01% | +44.4% |
| Q3 2022 | $1,784,000 | -21.4% | 8,401 | -4.1% | 0.01% | +28.6% |
| Q3 2021 | $2,270,000 | +14.0% | 8,764 | +13.1% | 0.01% | -12.5% |
| Q2 2021 | $1,992,000 | +21.2% | 7,748 | +6.1% | 0.01% | -20.0% |
| Q1 2021 | $1,643,000 | +21.1% | 7,302 | +24.6% | 0.01% | 0.0% |
| Q4 2020 | $1,357,000 | +134.4% | 5,862 | +62.7% | 0.01% | +25.0% |
| Q3 2020 | $579,000 | +41.2% | 3,603 | +28.4% | 0.01% | +100.0% |
| Q3 2019 | $410,000 | -44.5% | 2,806 | -45.0% | 0.00% | -42.9% |
| Q2 2019 | $739,000 | +92.4% | 5,106 | +67.5% | 0.01% | +75.0% |
| Q1 2019 | $384,000 | +38.6% | 3,049 | +20.7% | 0.00% | +33.3% |
| Q4 2018 | $277,000 | +17.4% | 2,526 | +34.5% | 0.00% | 0.0% |
| Q3 2018 | $236,000 | -78.7% | 1,878 | -78.3% | 0.00% | -80.0% |
| Q2 2018 | $1,109,000 | +336.6% | 8,650 | +179.0% | 0.02% | -6.2% |
| Q2 2016 | $254,000 | – | 3,100 | – | 0.02% | – |
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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% |