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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $17,744,000 | -15.2% | 73,374 | -4.2% | 22.50% | +30.3% |
| Q1 2022 | $20,918,000 | -36.4% | 76,574 | -20.3% | 17.28% | +18.6% |
| Q4 2021 | $32,874,000 | -0.3% | 96,126 | -24.5% | 14.56% | +36.8% |
| Q3 2021 | $32,981,000 | +0.7% | 127,326 | 0.0% | 10.65% | +0.9% |
| Q2 2021 | $32,737,000 | +14.3% | 127,326 | 0.0% | 10.55% | -8.2% |
| Q1 2021 | $28,653,000 | -11.1% | 127,326 | -8.5% | 11.49% | -13.2% |
| Q4 2020 | $32,230,000 | +32.6% | 139,180 | -8.0% | 13.24% | +17.6% |
| Q3 2020 | $24,310,000 | +40.4% | 151,363 | +23.2% | 11.26% | +8.5% |
| Q2 2020 | $17,320,000 | +132.5% | 122,863 | +91.7% | 10.37% | -6.9% |
| Q1 2020 | $7,450,000 | -44.4% | 64,083 | -27.6% | 11.14% | -2.8% |
| Q4 2019 | $13,401,000 | – | 88,568 | – | 11.46% | – |
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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% |