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 | $30,452 | +19.5% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $25,490 | -3.4% | 130 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $26,394 | -6.3% | 130 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $28,157 | +0.6% | 130 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $28,000 | -58.2% | 130 | -53.1% | 0.00% | -50.0% |
| Q2 2022 | $67,000 | -28.0% | 277 | -19.0% | 0.00% | -33.3% |
| Q1 2022 | $93,000 | -26.2% | 342 | -6.8% | 0.00% | -25.0% |
| Q4 2021 | $126,000 | +32.6% | 367 | 0.0% | 0.00% | +33.3% |
| Q3 2021 | $95,000 | +1.1% | 367 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $94,000 | +4.4% | 367 | -8.2% | 0.00% | -25.0% |
| Q1 2021 | $90,000 | -5.3% | 400 | -2.4% | 0.00% | 0.0% |
| Q4 2020 | $95,000 | +26.7% | 410 | -12.8% | 0.00% | +33.3% |
| Q3 2020 | $75,000 | +13.6% | 470 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $66,000 | +4.8% | 470 | -13.0% | 0.00% | -25.0% |
| Q1 2020 | $63,000 | -65.2% | 540 | -54.9% | 0.00% | -55.6% |
| Q4 2019 | $181,000 | -51.3% | 1,197 | -53.0% | 0.01% | -57.1% |
| Q3 2019 | $372,000 | -4.9% | 2,546 | -1.5% | 0.02% | -4.5% |
| Q2 2019 | $391,000 | +20.7% | 2,586 | +0.6% | 0.02% | +15.8% |
| Q1 2019 | $324,000 | -57.7% | 2,571 | -63.1% | 0.02% | -62.7% |
| Q4 2018 | $766,000 | -19.3% | 6,972 | -7.5% | 0.05% | -7.3% |
| Q3 2018 | $949,000 | +20.1% | 7,537 | +22.4% | 0.06% | +10.0% |
| Q2 2018 | $790,000 | +15700.0% | 6,158 | +7897.4% | 0.05% | – |
| Q3 2014 | $5,000 | -16.7% | 77 | 0.0% | 0.00% | – |
| Q2 2014 | $6,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q1 2014 | $6,000 | – | 77 | – | 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% |