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 | $2,584,574 | +18.8% | 11,035 | -0.6% | 0.01% | +25.0% |
| Q2 2023 | $2,176,128 | +11.9% | 11,097 | +15.9% | 0.01% | 0.0% |
| Q1 2023 | $1,944,791 | -48.4% | 9,578 | -45.0% | 0.01% | 0.0% |
| Q4 2022 | $3,772,624 | +82.6% | 17,418 | +79.0% | 0.01% | -11.1% |
| Q3 2022 | $2,066,000 | -12.3% | 9,729 | -0.7% | 0.01% | -18.2% |
| Q2 2022 | $2,355,000 | +10.5% | 9,802 | +25.7% | 0.01% | +22.2% |
| Q1 2022 | $2,131,000 | -21.4% | 7,798 | -1.7% | 0.01% | -18.2% |
| Q4 2021 | $2,712,000 | +27.6% | 7,931 | -3.3% | 0.01% | +10.0% |
| Q3 2021 | $2,125,000 | -0.3% | 8,201 | -1.0% | 0.01% | +11.1% |
| Q2 2021 | $2,131,000 | +18.3% | 8,288 | +3.6% | 0.01% | +12.5% |
| Q1 2021 | $1,801,000 | -9.2% | 8,001 | -6.7% | 0.01% | -11.1% |
| Q4 2020 | $1,984,000 | +41.1% | 8,574 | -2.0% | 0.01% | +28.6% |
| Q3 2020 | $1,406,000 | +11.8% | 8,749 | -2.0% | 0.01% | 0.0% |
| Q2 2020 | $1,258,000 | +24.1% | 8,924 | +2.3% | 0.01% | +16.7% |
| Q1 2020 | $1,014,000 | -24.0% | 8,724 | -1.1% | 0.01% | 0.0% |
| Q4 2019 | $1,335,000 | +1.1% | 8,820 | -2.4% | 0.01% | -14.3% |
| Q3 2019 | $1,320,000 | +6.0% | 9,041 | +5.0% | 0.01% | 0.0% |
| Q2 2019 | $1,245,000 | +20.8% | 8,613 | +5.3% | 0.01% | +40.0% |
| Q1 2019 | $1,031,000 | +11.6% | 8,179 | -2.8% | 0.01% | 0.0% |
| Q4 2018 | $924,000 | -46.2% | 8,413 | -38.4% | 0.01% | -44.4% |
| Q3 2018 | $1,719,000 | +7.9% | 13,659 | +9.9% | 0.01% | 0.0% |
| Q2 2018 | $1,593,000 | +50.0% | 12,424 | +11.6% | 0.01% | +50.0% |
| Q1 2018 | $1,062,000 | +12.7% | 11,128 | +14.6% | 0.01% | +20.0% |
| Q4 2017 | $942,000 | +65.0% | 9,707 | +44.3% | 0.01% | +66.7% |
| Q3 2017 | $571,000 | +44.6% | 6,725 | +33.2% | 0.00% | +50.0% |
| Q2 2017 | $395,000 | +23.4% | 5,048 | +23.6% | 0.00% | 0.0% |
| Q1 2017 | $320,000 | +7.0% | 4,085 | +0.6% | 0.00% | 0.0% |
| Q4 2016 | $299,000 | -30.5% | 4,061 | -25.2% | 0.00% | -33.3% |
| Q3 2016 | $430,000 | -3.2% | 5,431 | -0.1% | 0.00% | 0.0% |
| Q2 2016 | $444,000 | -6.7% | 5,435 | +0.9% | 0.00% | 0.0% |
| Q1 2016 | $476,000 | +18.4% | 5,388 | +7.6% | 0.00% | 0.0% |
| Q4 2015 | $402,000 | -2.2% | 5,009 | -2.5% | 0.00% | 0.0% |
| Q3 2015 | $411,000 | +45.2% | 5,136 | +44.6% | 0.00% | +50.0% |
| Q2 2015 | $283,000 | +7.6% | 3,551 | +0.9% | 0.00% | 0.0% |
| Q1 2015 | $263,000 | +9.1% | 3,521 | -0.6% | 0.00% | 0.0% |
| Q3 2014 | $241,000 | – | 3,541 | – | 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% |