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 | $710,918 | -63.6% | 3,035 | -68.4% | 0.00% | -66.7% |
| Q1 2023 | $1,952,743 | +92.2% | 9,618 | +105.1% | 0.01% | +50.0% |
| Q4 2022 | $1,015,807 | +10.5% | 4,690 | +39.5% | 0.01% | +500.0% |
| Q1 2022 | $919,000 | -48.4% | 3,363 | -35.5% | 0.00% | -75.0% |
| Q4 2021 | $1,782,000 | -54.1% | 5,210 | -65.2% | 0.00% | -55.6% |
| Q3 2021 | $3,882,000 | +63.7% | 14,986 | +62.6% | 0.01% | +80.0% |
| Q2 2021 | $2,371,000 | -40.8% | 9,218 | -48.2% | 0.01% | -50.0% |
| Q1 2021 | $4,006,000 | -26.1% | 17,800 | -23.9% | 0.01% | -16.7% |
| Q4 2020 | $5,418,000 | +169.8% | 23,400 | +87.2% | 0.01% | +140.0% |
| Q3 2020 | $2,008,000 | +53.2% | 12,500 | +34.4% | 0.01% | 0.0% |
| Q2 2020 | $1,311,000 | +8.4% | 9,300 | -10.6% | 0.01% | -28.6% |
| Q1 2020 | $1,209,000 | +80.2% | 10,400 | +134.4% | 0.01% | +133.3% |
| Q4 2019 | $671,000 | +165.2% | 4,437 | +92.9% | 0.00% | +50.0% |
| Q4 2018 | $253,000 | -84.7% | 2,300 | -82.4% | 0.00% | -71.4% |
| Q3 2018 | $1,650,000 | – | 13,100 | – | 0.01% | – |
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% |