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 | $992,006 | +29.3% | 4,235 | +8.3% | 0.46% | +34.9% |
Q2 2023 | $767,026 | +6.3% | 3,912 | +10.1% | 0.34% | -7.1% |
Q1 2023 | $721,366 | -4.1% | 3,553 | +2.3% | 0.36% | -0.5% |
Q4 2022 | $752,434 | -17.7% | 3,474 | -11.6% | 0.37% | -19.9% |
Q3 2022 | $914,000 | -1.9% | 3,930 | +7.7% | 0.46% | -3.4% |
Q2 2022 | $932,000 | +2.2% | 3,648 | +1.3% | 0.47% | -4.6% |
Q1 2022 | $912,000 | -17.7% | 3,601 | +11.1% | 0.50% | -16.6% |
Q4 2021 | $1,108,000 | +14.9% | 3,241 | +6.5% | 0.60% | +10.8% |
Q3 2021 | $964,000 | +44.7% | 3,043 | +15.5% | 0.54% | +35.9% |
Q2 2021 | $666,000 | +21.3% | 2,635 | +13.1% | 0.40% | +5.3% |
Q1 2021 | $549,000 | +17.8% | 2,330 | +24.0% | 0.38% | +13.6% |
Q4 2020 | $466,000 | – | 1,879 | – | 0.33% | – |
Download |
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% |