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 | $350,967 | +36.3% | 1,498 | +14.1% | 0.01% | +25.0% |
| Q2 2023 | $257,501 | -2.0% | 1,313 | +1.5% | 0.01% | -11.1% |
| Q1 2023 | $262,782 | -18.8% | 1,294 | -13.4% | 0.01% | -30.8% |
| Q4 2022 | $323,585 | -17.2% | 1,494 | -18.9% | 0.01% | -27.8% |
| Q3 2022 | $391,000 | -32.8% | 1,842 | -23.5% | 0.02% | -33.3% |
| Q2 2022 | $582,000 | -24.1% | 2,408 | -14.3% | 0.03% | -27.0% |
| Q1 2022 | $767,000 | +22.9% | 2,809 | +53.8% | 0.04% | 0.0% |
| Q4 2021 | $624,000 | +139.1% | 1,826 | +81.3% | 0.04% | +60.9% |
| Q3 2021 | $261,000 | -1.9% | 1,007 | -2.6% | 0.02% | -17.9% |
| Q2 2021 | $266,000 | -7.6% | 1,034 | -19.2% | 0.03% | -36.4% |
| Q1 2021 | $288,000 | +16.6% | 1,279 | +19.8% | 0.04% | -18.5% |
| Q4 2020 | $247,000 | – | 1,068 | – | 0.05% | – |
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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% |