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 | $1,156,034 | +60.2% | 4,933 | +34.0% | 0.00% | +100.0% |
| Q2 2023 | $721,611 | -11.7% | 3,680 | -8.5% | 0.00% | -50.0% |
| Q1 2023 | $817,035 | -6.9% | 4,024 | -0.6% | 0.00% | 0.0% |
| Q4 2022 | $877,249 | -10.1% | 4,050 | -11.8% | 0.00% | 0.0% |
| Q3 2022 | $976,000 | -8.8% | 4,591 | +3.7% | 0.00% | 0.0% |
| Q2 2022 | $1,070,000 | -10.2% | 4,428 | +1.5% | 0.00% | 0.0% |
| Q1 2022 | $1,192,000 | -12.6% | 4,362 | +9.4% | 0.00% | -33.3% |
| Q4 2021 | $1,364,000 | +34.5% | 3,989 | +1.9% | 0.00% | +50.0% |
| Q3 2021 | $1,014,000 | -7.3% | 3,916 | -8.0% | 0.00% | 0.0% |
| Q2 2021 | $1,094,000 | +14.8% | 4,256 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $953,000 | -32.7% | 4,224 | -31.0% | 0.00% | -50.0% |
| Q4 2020 | $1,416,000 | +29.3% | 6,126 | -10.2% | 0.00% | +33.3% |
| Q3 2020 | $1,095,000 | +36.9% | 6,825 | +20.2% | 0.00% | 0.0% |
| Q2 2020 | $800,000 | +39.4% | 5,679 | +15.2% | 0.00% | +50.0% |
| Q1 2020 | $574,000 | – | 4,931 | – | 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% |