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 | $42 | -8.7% | 178 | -20.9% | 0.01% | -30.0% |
| Q1 2023 | $46 | -6.1% | 225 | 0.0% | 0.01% | -23.1% |
| Q4 2022 | $49 | -99.9% | 225 | 0.0% | 0.01% | -7.1% |
| Q3 2022 | $48,000 | -11.1% | 225 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $54,000 | -11.5% | 225 | 0.0% | 0.02% | +15.4% |
| Q1 2022 | $61,000 | -63.5% | 225 | -54.1% | 0.01% | -53.6% |
| Q4 2021 | $167,000 | +56.1% | 490 | +18.4% | 0.03% | +16.7% |
| Q3 2021 | $107,000 | +1.9% | 414 | 0.0% | 0.02% | +118.2% |
| Q2 2021 | $105,000 | +200.0% | 414 | +162.0% | 0.01% | +266.7% |
| Q1 2021 | $35,000 | -65.7% | 158 | -64.3% | 0.00% | -66.7% |
| Q4 2020 | $102,000 | +112.5% | 442 | +34.3% | 0.01% | +50.0% |
| Q3 2019 | $48,000 | -38.5% | 329 | -46.8% | 0.01% | -53.8% |
| Q3 2018 | $78,000 | +81.4% | 618 | +84.5% | 0.01% | +85.7% |
| Q2 2018 | $43,000 | – | 335 | – | 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% |