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 | $45,443 | +85.4% | 194 | +55.2% | 0.00% | – |
| Q2 2023 | $24,509 | -3.4% | 125 | 0.0% | 0.00% | – |
| Q1 2023 | $25,379 | -7.7% | 125 | -1.6% | 0.00% | – |
| Q4 2022 | $27,507 | -8.3% | 127 | -11.2% | 0.00% | – |
| Q3 2022 | $30,000 | -14.3% | 143 | 0.0% | 0.00% | – |
| Q2 2022 | $35,000 | -10.3% | 143 | 0.0% | 0.00% | – |
| Q1 2022 | $39,000 | -90.4% | 143 | -88.0% | 0.00% | -100.0% |
| Q4 2021 | $408,000 | +1216.1% | 1,193 | +902.5% | 0.00% | – |
| Q3 2021 | $31,000 | 0.0% | 119 | 0.0% | 0.00% | – |
| Q2 2021 | $31,000 | +14.8% | 119 | 0.0% | 0.00% | – |
| Q1 2021 | $27,000 | +80.0% | 119 | +88.9% | 0.00% | – |
| Q4 2020 | $15,000 | +1400.0% | 63 | +1475.0% | 0.00% | – |
| Q3 2020 | $1,000 | -97.9% | 4 | -99.0% | 0.00% | – |
| Q1 2020 | $47,000 | -23.0% | 400 | 0.0% | 0.00% | – |
| Q4 2019 | $61,000 | +5.2% | 400 | 0.0% | 0.00% | – |
| Q3 2019 | $58,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q2 2019 | $58,000 | -15.9% | 400 | -26.5% | 0.00% | – |
| Q1 2019 | $69,000 | -1.4% | 544 | -14.5% | 0.00% | -100.0% |
| Q4 2018 | $70,000 | +2.9% | 636 | +16.9% | 0.00% | – |
| Q3 2018 | $68,000 | +277.8% | 544 | +277.8% | 0.00% | – |
| Q2 2018 | $18,000 | -35.7% | 144 | -50.5% | 0.00% | – |
| Q1 2018 | $28,000 | -74.3% | 291 | -74.0% | 0.00% | -100.0% |
| Q4 2017 | $109,000 | +14.7% | 1,120 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $95,000 | +8.0% | 1,120 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $88,000 | 0.0% | 1,120 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $88,000 | +7.3% | 1,120 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $82,000 | +485.7% | 1,120 | +551.2% | 0.00% | – |
| Q3 2015 | $14,000 | +600.0% | 172 | +760.0% | 0.00% | – |
| Q4 2013 | $2,000 | – | 20 | – | 0.00% | – |
Download | ||||||
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% |