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 | 298,676 | $64,690,235 | 6.58% |
| Select Equity Group, L.P. | 3,945,781 | $854,616,707 | 3.21% |
| CEERA INVESTMENTS, LLC | 12,566 | $2,721,670 | 1.72% |
| Alamar Capital Management, LLC | 7,329 | $1,587,396 | 1.63% |
| AMERICAN CAPITAL MANAGEMENT INC | 184,448 | $39,949,592 | 1.56% |
| Kensington Investment Counsel, LLC | 8,913 | $1,930,467 | 1.52% |
| Yorktown Management & Research Co Inc | 4,700 | $1,017,973 | 1.24% |
| Martin Capital Advisors, LLP | 4,439 | $961,443 | 1.08% |
| Covey Capital Advisors, LLC | 3,026 | $655,401 | 1.07% |
| 2Xideas AG | 46,401 | $10,049,993 | 1.06% |