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 | $446,227 | +67.8% | 1,905 | +65.7% | 0.04% | +85.0% |
| Q4 2020 | $266,000 | -17.1% | 1,150 | -42.5% | 0.02% | -25.9% |
| Q3 2020 | $321,000 | +13.8% | 2,000 | 0.0% | 0.03% | +3.8% |
| Q2 2020 | $282,000 | -24.6% | 2,000 | -37.8% | 0.03% | -36.6% |
| Q1 2020 | $374,000 | +10.0% | 3,215 | +42.9% | 0.04% | +24.2% |
| Q4 2019 | $340,000 | +3.3% | 2,250 | 0.0% | 0.03% | -5.7% |
| Q3 2019 | $329,000 | +1.2% | 2,250 | 0.0% | 0.04% | +2.9% |
| Q2 2019 | $325,000 | +14.8% | 2,250 | 0.0% | 0.03% | +3.0% |
| Q1 2019 | $283,000 | +28.6% | 2,250 | +12.5% | 0.03% | +13.8% |
| Q4 2018 | $220,000 | -12.7% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $252,000 | – | 2,000 | – | 0.03% | – |
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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% |