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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $497,253 | +31.0% | 1,454 | -0.8% | 0.01% | +40.0% |
| Q3 2021 | $379,479 | -2.4% | 1,465 | -3.2% | 0.01% | 0.0% |
| Q2 2021 | $389,007 | +24.4% | 1,513 | +8.8% | 0.01% | 0.0% |
| Q1 2021 | $312,806 | -6.6% | 1,390 | -3.9% | 0.01% | 0.0% |
| Q4 2020 | $334,850 | +41.3% | 1,446 | -2.0% | 0.01% | +25.0% |
| Q3 2020 | $236,900 | +11.1% | 1,475 | -2.4% | 0.00% | 0.0% |
| Q2 2020 | $213,147 | +33.3% | 1,512 | +9.9% | 0.00% | +33.3% |
| Q1 2020 | $159,960 | -25.5% | 1,376 | -3.0% | 0.00% | -25.0% |
| Q4 2019 | $214,709 | +1.6% | 1,419 | -1.9% | 0.00% | 0.0% |
| Q3 2019 | $211,318 | +9.2% | 1,446 | +8.1% | 0.00% | +33.3% |
| Q2 2019 | $193,528 | +12.2% | 1,338 | -2.3% | 0.00% | 0.0% |
| Q1 2019 | $172,480 | +12.3% | 1,369 | -2.1% | 0.00% | 0.0% |
| Q4 2018 | $153,556 | -13.0% | 1,398 | -0.3% | 0.00% | 0.0% |
| Q3 2018 | $176,512 | -99.9% | 1,402 | -2.0% | 0.00% | 0.0% |
| Q2 2018 | $183,398,000 | +41.0% | 1,430 | +5.0% | 0.00% | +50.0% |
| Q1 2018 | $130,098,000 | +98459.1% | 1,362 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $132,000 | +12.8% | 1,362 | -1.0% | 0.00% | +100.0% |
| Q3 2017 | $117,000 | +14.7% | 1,376 | +5.5% | 0.00% | 0.0% |
| Q2 2017 | $102,000 | +5.2% | 1,304 | +6.2% | 0.00% | 0.0% |
| Q1 2017 | $97,000 | +7.8% | 1,228 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $90,000 | -11.8% | 1,228 | -4.4% | 0.00% | 0.0% |
| Q3 2016 | $102,000 | -7.3% | 1,284 | -4.6% | 0.00% | 0.0% |
| Q2 2016 | $110,000 | -12.7% | 1,346 | -5.9% | 0.00% | 0.0% |
| Q1 2016 | $126,000 | +9.6% | 1,430 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $115,000 | +2.7% | 1,430 | +2.7% | 0.00% | 0.0% |
| Q3 2015 | $112,000 | +0.9% | 1,392 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $111,000 | +8.8% | 1,392 | +2.2% | 0.00% | 0.0% |
| Q1 2015 | $102,000 | +15.9% | 1,362 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $88,000 | -2.2% | 1,362 | +2.7% | 0.00% | 0.0% |
| Q3 2014 | $90,000 | -6.2% | 1,326 | -0.7% | 0.00% | 0.0% |
| Q2 2014 | $96,000 | -14.3% | 1,336 | -6.1% | 0.00% | 0.0% |
| Q1 2014 | $112,000 | +0.9% | 1,423 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $111,000 | -1.8% | 1,423 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $113,000 | +0.9% | 1,423 | -1.3% | 0.00% | 0.0% |
| Q2 2013 | $112,000 | – | 1,442 | – | 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% |