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 | $29,938,952 | +21.0% | 127,813 | +1.3% | 0.05% | +25.6% |
| Q2 2023 | $24,738,847 | -4.9% | 126,176 | -1.5% | 0.04% | -10.4% |
| Q1 2023 | $26,016,157 | +42.3% | 128,135 | +51.8% | 0.05% | +17.1% |
| Q4 2022 | $18,284,659 | +1.5% | 84,422 | -0.5% | 0.04% | +2.5% |
| Q3 2022 | $18,017,000 | -9.1% | 84,861 | +2.7% | 0.04% | -7.0% |
| Q2 2022 | $19,829,000 | -5.4% | 82,602 | +7.5% | 0.04% | +2.4% |
| Q1 2022 | $20,964,000 | -19.8% | 76,854 | +0.1% | 0.04% | -14.3% |
| Q4 2021 | $26,146,000 | +34.7% | 76,773 | +2.7% | 0.05% | +19.5% |
| Q3 2021 | $19,404,000 | +5.4% | 74,728 | +4.8% | 0.04% | 0.0% |
| Q2 2021 | $18,410,000 | +27.8% | 71,326 | +11.0% | 0.04% | +13.9% |
| Q1 2021 | $14,401,000 | +5.7% | 64,277 | +8.3% | 0.04% | +2.9% |
| Q4 2020 | $13,618,000 | +54.0% | 59,355 | +6.1% | 0.04% | +34.6% |
| Q3 2020 | $8,843,000 | -1.4% | 55,931 | -13.2% | 0.03% | -7.1% |
| Q2 2020 | $8,973,000 | +95.5% | 64,400 | +62.8% | 0.03% | +64.7% |
| Q1 2020 | $4,590,000 | +8.6% | 39,546 | +43.1% | 0.02% | +30.8% |
| Q4 2019 | $4,227,000 | -28.1% | 27,638 | -31.5% | 0.01% | -13.3% |
| Q3 2019 | $5,883,000 | +10.9% | 40,372 | +9.7% | 0.02% | -11.8% |
| Q2 2019 | $5,305,000 | +6.0% | 36,806 | -6.7% | 0.02% | 0.0% |
| Q1 2019 | $5,006,000 | +5.9% | 39,467 | -3.6% | 0.02% | 0.0% |
| Q4 2018 | $4,726,000 | +8.8% | 40,936 | +19.4% | 0.02% | +6.2% |
| Q3 2018 | $4,342,000 | -60.6% | 34,278 | -60.1% | 0.02% | -56.8% |
| Q2 2018 | $11,012,000 | +44.6% | 85,866 | +7.7% | 0.04% | +27.6% |
| Q1 2018 | $7,616,000 | +18.8% | 79,735 | +20.6% | 0.03% | +31.8% |
| Q4 2017 | $6,411,000 | +20.6% | 66,104 | +5.7% | 0.02% | +15.8% |
| Q3 2017 | $5,315,000 | +37.2% | 62,556 | +26.4% | 0.02% | +26.7% |
| Q2 2017 | $3,875,000 | +49.3% | 49,472 | +49.8% | 0.02% | +36.4% |
| Q1 2017 | $2,595,000 | +85.9% | 33,024 | +73.9% | 0.01% | +57.1% |
| Q4 2016 | $1,396,000 | -17.4% | 18,989 | -10.9% | 0.01% | -22.2% |
| Q3 2016 | $1,690,000 | +33.8% | 21,303 | +37.9% | 0.01% | +12.5% |
| Q2 2016 | $1,263,000 | +169.3% | 15,451 | +191.0% | 0.01% | +166.7% |
| Q1 2016 | $469,000 | +12.7% | 5,310 | +2.5% | 0.00% | 0.0% |
| Q4 2015 | $416,000 | +60.0% | 5,181 | +59.8% | 0.00% | +50.0% |
| Q3 2015 | $260,000 | +7.0% | 3,242 | +6.2% | 0.00% | 0.0% |
| Q2 2015 | $243,000 | +31.4% | 3,052 | +19.7% | 0.00% | 0.0% |
| Q1 2015 | $185,000 | +18.6% | 2,550 | +3.7% | 0.00% | +100.0% |
| Q4 2014 | $156,000 | – | 2,460 | – | 0.00% | – |
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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% |