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 | $776,214 | +62.6% | 3,314 | +36.2% | 0.07% | +65.9% |
| Q2 2023 | $477,330 | -15.6% | 2,434 | -12.6% | 0.04% | -27.9% |
| Q1 2023 | $565,676 | +97.3% | 2,786 | +110.4% | 0.06% | +79.4% |
| Q4 2022 | $286,720 | +537.2% | 1,324 | +712.3% | 0.03% | +161.5% |
| Q1 2022 | $45,000 | -50.0% | 163 | -38.0% | 0.01% | -45.8% |
| Q4 2021 | $90,000 | -40.0% | 263 | -54.8% | 0.02% | -38.5% |
| Q3 2021 | $150,000 | +265.9% | 582 | +259.3% | 0.04% | +254.5% |
| Q2 2021 | $41,000 | +13.9% | 162 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $36,000 | -5.3% | 162 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $38,000 | +375.0% | 162 | +230.6% | 0.01% | +450.0% |
| Q3 2020 | $8,000 | -42.9% | 49 | -50.5% | 0.00% | -60.0% |
| Q2 2020 | $14,000 | – | 99 | – | 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% |