MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 269 filers reported holding MORNINGSTAR INC in Q3 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,448,272 | +16.2% | 61,681 | -2.7% | 0.68% | +20.7% |
| Q2 2023 | $12,428,777 | -4.8% | 63,389 | -1.4% | 0.56% | -13.8% |
| Q1 2023 | $13,057,974 | -10.3% | 64,315 | -4.3% | 0.65% | -19.3% |
| Q4 2022 | $14,557,770 | -1.5% | 67,213 | -3.5% | 0.80% | -5.8% |
| Q3 2022 | $14,786,000 | -12.6% | 69,639 | -0.4% | 0.86% | -8.6% |
| Q2 2022 | $16,916,000 | -12.6% | 69,951 | -1.3% | 0.94% | +12.2% |
| Q1 2022 | $19,360,000 | -52.4% | 70,871 | -40.4% | 0.83% | -44.9% |
| Q4 2021 | $40,635,000 | +30.1% | 118,820 | -1.4% | 1.51% | +27.8% |
| Q3 2021 | $31,230,000 | +0.5% | 120,565 | -0.2% | 1.18% | -2.5% |
| Q2 2021 | $31,070,000 | +10.2% | 120,842 | -3.5% | 1.21% | +2.0% |
| Q1 2021 | $28,186,000 | -5.4% | 125,251 | -2.7% | 1.19% | -10.6% |
| Q4 2020 | $29,802,000 | +37.4% | 128,697 | -4.7% | 1.33% | +19.3% |
| Q3 2020 | $21,697,000 | +7.9% | 135,090 | -5.3% | 1.12% | -4.2% |
| Q2 2020 | $20,104,000 | +20.9% | 142,615 | -0.3% | 1.16% | -13.1% |
| Q1 2020 | $16,635,000 | -24.6% | 143,097 | -1.8% | 1.34% | -0.3% |
| Q4 2019 | $22,048,000 | +3.3% | 145,713 | -0.2% | 1.34% | -5.9% |
| Q3 2019 | $21,347,000 | +0.7% | 146,075 | -0.4% | 1.43% | +5.5% |
| Q2 2019 | $21,203,000 | +11.6% | 146,590 | -2.8% | 1.36% | +5.0% |
| Q1 2019 | $18,999,000 | +12.4% | 150,796 | -2.0% | 1.29% | -6.4% |
| Q4 2018 | $16,906,000 | -14.3% | 153,919 | -1.7% | 1.38% | +1.1% |
| Q3 2018 | $19,721,000 | +1.5% | 156,642 | +3.4% | 1.36% | -12.9% |
| Q2 2018 | $19,420,000 | +82.7% | 151,425 | +36.0% | 1.57% | +10.4% |
| Q1 2018 | $10,632,000 | – | 111,306 | – | 1.42% | – |
Download | ||||||
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% |