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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $7,000 | -22.2% | 26 | +4.0% | 0.00% | – |
| Q4 2021 | $9,000 | +50.0% | 25 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | -83.8% | 25 | -82.5% | 0.00% | – |
| Q2 2021 | $37,000 | -69.7% | 143 | -73.6% | 0.00% | -100.0% |
| Q1 2021 | $122,000 | -2.4% | 541 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $125,000 | +43.7% | 541 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $87,000 | +14.5% | 541 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $76,000 | +16.9% | 541 | -2.9% | 0.00% | 0.0% |
| Q1 2020 | $65,000 | -27.0% | 557 | -5.6% | 0.00% | 0.0% |
| Q4 2019 | $89,000 | -34.1% | 590 | -36.4% | 0.00% | -50.0% |
| Q3 2019 | $135,000 | -12.3% | 927 | -12.9% | 0.00% | 0.0% |
| Q2 2019 | $154,000 | +30.5% | 1,064 | +13.4% | 0.00% | 0.0% |
| Q1 2019 | $118,000 | +4.4% | 938 | -8.8% | 0.00% | 0.0% |
| Q4 2018 | $113,000 | -43.8% | 1,029 | -35.5% | 0.00% | -33.3% |
| Q3 2018 | $201,000 | +3.1% | 1,596 | +5.1% | 0.00% | 0.0% |
| Q2 2018 | $195,000 | -7.1% | 1,519 | -31.0% | 0.00% | 0.0% |
| Q1 2018 | $210,000 | -3.7% | 2,203 | -2.0% | 0.00% | 0.0% |
| Q4 2017 | $218,000 | +14.1% | 2,247 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $191,000 | 0.0% | 2,247 | -7.8% | 0.00% | 0.0% |
| Q2 2017 | $191,000 | -0.5% | 2,437 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $192,000 | +6.1% | 2,437 | -0.7% | 0.00% | 0.0% |
| Q4 2016 | $181,000 | -37.2% | 2,455 | -32.3% | 0.00% | -40.0% |
| Q3 2016 | $288,000 | -19.6% | 3,627 | -17.2% | 0.01% | -44.4% |
| Q2 2016 | $358,000 | -9.4% | 4,382 | -16.9% | 0.01% | -10.0% |
| Q1 2016 | $395,000 | +8.8% | 5,270 | +16.8% | 0.01% | +11.1% |
| Q4 2015 | $363,000 | -11.7% | 4,511 | -11.8% | 0.01% | -18.2% |
| Q3 2015 | $411,000 | -1.9% | 5,115 | -2.9% | 0.01% | +10.0% |
| Q2 2015 | $419,000 | +6.1% | 5,270 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $395,000 | +8.8% | 5,270 | -6.1% | 0.01% | +11.1% |
| Q4 2014 | $363,000 | -9.0% | 5,612 | -4.4% | 0.01% | +12.5% |
| Q3 2014 | $399,000 | -5.9% | 5,872 | -0.5% | 0.01% | 0.0% |
| Q2 2014 | $424,000 | -13.3% | 5,903 | -4.6% | 0.01% | -11.1% |
| Q1 2014 | $489,000 | -0.8% | 6,185 | -2.1% | 0.01% | -30.8% |
| Q4 2013 | $493,000 | +1.9% | 6,319 | +3.6% | 0.01% | -7.1% |
| Q3 2013 | $484,000 | +1.7% | 6,102 | -0.5% | 0.01% | -6.7% |
| Q2 2013 | $476,000 | +13.6% | 6,131 | +2.2% | 0.02% | +15.4% |
| Q1 2013 | $419,000 | +2.2% | 5,998 | -8.0% | 0.01% | -7.1% |
| Q4 2012 | $410,000 | +0.5% | 6,519 | 0.0% | 0.01% | 0.0% |
| Q3 2012 | $408,000 | +6.2% | 6,519 | -1.8% | 0.01% | 0.0% |
| Q2 2012 | $384,000 | -9.2% | 6,638 | -1.0% | 0.01% | -6.7% |
| Q1 2012 | $423,000 | +10.7% | 6,705 | +4.5% | 0.02% | 0.0% |
| Q4 2011 | $382,000 | +13.0% | 6,418 | +7.0% | 0.02% | 0.0% |
| Q3 2011 | $338,000 | -20.8% | 5,997 | -14.6% | 0.02% | -6.2% |
| Q2 2011 | $427,000 | +5.4% | 7,020 | +1.2% | 0.02% | +6.7% |
| Q1 2011 | $405,000 | +13.1% | 6,935 | +2.8% | 0.02% | +7.1% |
| Q4 2010 | $358,000 | +18.9% | 6,749 | -0.4% | 0.01% | +7.7% |
| Q3 2010 | $301,000 | -14.5% | 6,774 | -18.1% | 0.01% | -18.8% |
| Q2 2010 | $352,000 | +1.1% | 8,269 | +14.1% | 0.02% | +14.3% |
| Q1 2010 | $348,000 | +5.5% | 7,247 | +6.2% | 0.01% | 0.0% |
| Q4 2009 | $330,000 | +5.8% | 6,825 | +6.1% | 0.01% | 0.0% |
| Q3 2009 | $312,000 | +22.4% | 6,432 | +4.1% | 0.01% | +7.7% |
| Q2 2009 | $255,000 | +50.9% | 6,181 | +25.1% | 0.01% | +30.0% |
| Q1 2009 | $169,000 | – | 4,941 | – | 0.01% | – |
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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% |