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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $628,000 | +14.6% | 2,765 | +15.5% | 0.01% | -8.3% |
| Q4 2020 | $548,000 | +57.5% | 2,394 | +9.7% | 0.01% | +9.1% |
| Q3 2020 | $348,000 | +19.6% | 2,182 | +5.4% | 0.01% | +10.0% |
| Q2 2020 | $291,000 | +10.2% | 2,071 | -7.8% | 0.01% | -16.7% |
| Q1 2020 | $264,000 | -13.2% | 2,246 | +11.3% | 0.01% | +9.1% |
| Q4 2019 | $304,000 | +37.6% | 2,018 | +33.5% | 0.01% | +37.5% |
| Q3 2019 | $221,000 | +3.3% | 1,512 | +1.1% | 0.01% | +14.3% |
| Q2 2019 | $214,000 | +151.8% | 1,495 | +66.9% | 0.01% | +40.0% |
| Q1 2018 | $85,000 | +11.8% | 896 | +14.3% | 0.01% | 0.0% |
| Q4 2017 | $76,000 | +33.3% | 784 | +16.7% | 0.01% | 0.0% |
| Q3 2017 | $57,000 | +18.8% | 672 | +10.2% | 0.01% | +25.0% |
| Q2 2017 | $48,000 | +77.8% | 610 | +78.4% | 0.00% | -80.0% |
| Q1 2016 | $27,000 | – | 342 | – | 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% |