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 | $2,676,685 | +26.7% | 11,427 | +6.1% | 0.00% | +33.3% |
| Q2 2023 | $2,112,654 | +1.4% | 10,775 | +5.0% | 0.00% | -25.0% |
| Q1 2023 | $2,084,306 | -10.8% | 10,266 | -4.9% | 0.00% | 0.0% |
| Q4 2022 | $2,337,007 | +0.2% | 10,790 | -1.8% | 0.00% | -20.0% |
| Q3 2022 | $2,333,000 | -16.8% | 10,987 | -5.2% | 0.01% | 0.0% |
| Q2 2022 | $2,805,000 | -13.5% | 11,592 | -2.4% | 0.01% | 0.0% |
| Q1 2022 | $3,243,000 | -29.2% | 11,871 | -11.4% | 0.01% | -28.6% |
| Q4 2021 | $4,581,000 | +31.8% | 13,395 | -0.1% | 0.01% | 0.0% |
| Q3 2021 | $3,475,000 | -1.3% | 13,415 | -1.9% | 0.01% | 0.0% |
| Q2 2021 | $3,519,000 | +11.4% | 13,681 | -2.6% | 0.01% | +16.7% |
| Q1 2021 | $3,160,000 | -9.6% | 14,039 | -7.0% | 0.01% | -25.0% |
| Q4 2020 | $3,497,000 | +39.0% | 15,097 | -3.6% | 0.01% | +33.3% |
| Q3 2020 | $2,515,000 | +14.1% | 15,659 | +0.2% | 0.01% | 0.0% |
| Q2 2020 | $2,204,000 | +13.6% | 15,633 | -6.3% | 0.01% | 0.0% |
| Q1 2020 | $1,940,000 | -21.3% | 16,692 | +2.5% | 0.01% | 0.0% |
| Q4 2019 | $2,465,000 | +0.4% | 16,290 | -3.0% | 0.01% | -14.3% |
| Q3 2019 | $2,455,000 | -3.0% | 16,796 | -4.0% | 0.01% | 0.0% |
| Q2 2019 | $2,530,000 | +6.0% | 17,488 | -7.7% | 0.01% | 0.0% |
| Q1 2019 | $2,387,000 | +17.6% | 18,942 | +2.5% | 0.01% | 0.0% |
| Q4 2018 | $2,030,000 | -13.6% | 18,483 | -0.9% | 0.01% | 0.0% |
| Q3 2018 | $2,349,000 | -8.4% | 18,654 | -6.7% | 0.01% | -12.5% |
| Q2 2018 | $2,564,000 | +35.9% | 19,996 | +1.3% | 0.01% | +33.3% |
| Q1 2018 | $1,886,000 | +0.9% | 19,745 | +2.4% | 0.01% | 0.0% |
| Q4 2017 | $1,869,000 | +20.2% | 19,274 | +5.3% | 0.01% | +20.0% |
| Q3 2017 | $1,555,000 | +29.7% | 18,296 | +19.5% | 0.01% | +25.0% |
| Q2 2017 | $1,199,000 | +1.0% | 15,305 | +1.3% | 0.00% | 0.0% |
| Q1 2017 | $1,187,000 | +15.2% | 15,108 | +7.9% | 0.00% | 0.0% |
| Q4 2016 | $1,030,000 | -16.9% | 14,008 | -10.5% | 0.00% | -20.0% |
| Q3 2016 | $1,240,000 | +4.6% | 15,652 | +8.0% | 0.01% | 0.0% |
| Q2 2016 | $1,185,000 | -7.5% | 14,489 | -0.1% | 0.01% | 0.0% |
| Q1 2016 | $1,281,000 | +30.7% | 14,508 | +18.9% | 0.01% | +25.0% |
| Q4 2015 | $980,000 | +4.7% | 12,198 | +4.5% | 0.00% | 0.0% |
| Q3 2015 | $936,000 | +2.5% | 11,672 | +1.6% | 0.00% | 0.0% |
| Q2 2015 | $913,000 | +10.3% | 11,491 | +3.8% | 0.00% | +33.3% |
| Q1 2015 | $828,000 | +43.5% | 11,066 | +23.9% | 0.00% | +50.0% |
| Q4 2014 | $577,000 | -5.6% | 8,929 | -0.8% | 0.00% | 0.0% |
| Q3 2014 | $611,000 | +0.7% | 8,999 | +6.4% | 0.00% | 0.0% |
| Q2 2014 | $607,000 | +3.9% | 8,456 | +14.4% | 0.00% | 0.0% |
| Q1 2014 | $584,000 | +28.6% | 7,389 | +27.2% | 0.00% | 0.0% |
| Q4 2013 | $454,000 | +37.6% | 5,809 | +39.5% | 0.00% | +100.0% |
| Q3 2013 | $330,000 | +2.5% | 4,163 | +0.4% | 0.00% | 0.0% |
| Q2 2013 | $322,000 | – | 4,147 | – | 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% |