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 | $774,397 | -3.3% | 3,306 | -19.1% | 0.13% | +52.4% |
| Q2 2023 | $801,142 | +26.0% | 4,086 | +30.5% | 0.08% | +18.3% |
| Q1 2023 | $635,687 | -19.3% | 3,131 | -13.9% | 0.07% | -26.8% |
| Q4 2022 | $787,521 | -3.5% | 3,636 | -5.4% | 0.10% | -12.6% |
| Q3 2022 | $816,000 | -19.5% | 3,843 | -8.3% | 0.11% | -16.5% |
| Q2 2022 | $1,014,000 | -13.0% | 4,192 | -1.7% | 0.13% | +3.1% |
| Q1 2022 | $1,165,000 | -17.2% | 4,266 | +3.7% | 0.13% | -14.6% |
| Q4 2021 | $1,407,000 | +30.6% | 4,113 | -1.1% | 0.15% | +6.3% |
| Q3 2021 | $1,077,000 | +11.8% | 4,157 | +11.0% | 0.14% | -8.4% |
| Q2 2021 | $963,000 | +25.1% | 3,745 | +9.5% | 0.16% | -1.9% |
| Q1 2021 | $770,000 | +19.4% | 3,420 | +22.8% | 0.16% | -20.6% |
| Q4 2020 | $645,000 | – | 2,785 | – | 0.20% | – |
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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% |