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 | $44,920,438 | +88.8% | 191,771 | +58.0% | 0.01% | +80.0% |
| Q2 2023 | $23,791,722 | -5.6% | 121,343 | -2.2% | 0.01% | 0.0% |
| Q1 2023 | $25,190,136 | -1.3% | 124,071 | +5.3% | 0.01% | 0.0% |
| Q4 2022 | $25,514,084 | +9.5% | 117,799 | +7.3% | 0.01% | 0.0% |
| Q3 2022 | $23,299,000 | -10.6% | 109,734 | +1.8% | 0.01% | -16.7% |
| Q2 2022 | $26,075,000 | -14.1% | 107,821 | -3.0% | 0.01% | +20.0% |
| Q1 2022 | $30,371,000 | -19.0% | 111,174 | +1.4% | 0.01% | -16.7% |
| Q4 2021 | $37,478,000 | +28.6% | 109,590 | -2.6% | 0.01% | +20.0% |
| Q3 2021 | $29,133,000 | -1.7% | 112,471 | -2.4% | 0.01% | 0.0% |
| Q2 2021 | $29,624,000 | +14.9% | 115,222 | +0.6% | 0.01% | 0.0% |
| Q1 2021 | $25,780,000 | -3.9% | 114,557 | -1.1% | 0.01% | 0.0% |
| Q4 2020 | $26,819,000 | +38.5% | 115,811 | -3.9% | 0.01% | +25.0% |
| Q3 2020 | $19,358,000 | -29.7% | 120,521 | -38.3% | 0.00% | -42.9% |
| Q2 2020 | $27,534,000 | +28.2% | 195,324 | +5.7% | 0.01% | +16.7% |
| Q1 2020 | $21,474,000 | -18.4% | 184,720 | +6.2% | 0.01% | 0.0% |
| Q4 2019 | $26,310,000 | +3.6% | 173,885 | +0.1% | 0.01% | 0.0% |
| Q3 2019 | $25,397,000 | -7.7% | 173,783 | -8.7% | 0.01% | -14.3% |
| Q2 2019 | $27,516,000 | +17.5% | 190,243 | +2.3% | 0.01% | +16.7% |
| Q1 2019 | $23,420,000 | +28.8% | 185,879 | +12.3% | 0.01% | +20.0% |
| Q4 2018 | $18,184,000 | -12.7% | 165,549 | +0.0% | 0.01% | 0.0% |
| Q3 2018 | $20,837,000 | -28.8% | 165,504 | -27.4% | 0.01% | -28.6% |
| Q2 2018 | $29,251,000 | +34.9% | 228,075 | +0.5% | 0.01% | +16.7% |
| Q1 2018 | $21,688,000 | +3.0% | 227,049 | +4.6% | 0.01% | +20.0% |
| Q4 2017 | $21,051,000 | +14.3% | 217,086 | +0.2% | 0.01% | 0.0% |
| Q3 2017 | $18,421,000 | +8.3% | 216,748 | -0.1% | 0.01% | 0.0% |
| Q2 2017 | $17,003,000 | -1.1% | 217,054 | -0.8% | 0.01% | 0.0% |
| Q1 2017 | $17,193,000 | +10.8% | 218,745 | +3.7% | 0.01% | 0.0% |
| Q4 2016 | $15,519,000 | -26.6% | 210,964 | -20.9% | 0.01% | -28.6% |
| Q3 2016 | $21,143,000 | +4.6% | 266,718 | +8.0% | 0.01% | 0.0% |
| Q2 2016 | $20,206,000 | -2.9% | 247,072 | +2.8% | 0.01% | 0.0% |
| Q1 2016 | $20,809,000 | +7.9% | 240,326 | +0.2% | 0.01% | +16.7% |
| Q4 2015 | $19,281,000 | +1.3% | 239,784 | +1.1% | 0.01% | 0.0% |
| Q3 2015 | $19,030,000 | +28.5% | 237,092 | +27.4% | 0.01% | +50.0% |
| Q2 2015 | $14,804,000 | +2.4% | 186,088 | -3.6% | 0.00% | 0.0% |
| Q1 2015 | $14,460,000 | +2.0% | 193,031 | -11.9% | 0.00% | 0.0% |
| Q4 2014 | $14,178,000 | +4.1% | 219,107 | +9.2% | 0.00% | 0.0% |
| Q3 2014 | $13,619,000 | +8.7% | 200,556 | +15.0% | 0.00% | 0.0% |
| Q2 2014 | $12,528,000 | -26.2% | 174,467 | -18.8% | 0.00% | -20.0% |
| Q1 2014 | $16,970,000 | +32.6% | 214,749 | +31.0% | 0.01% | +25.0% |
| Q4 2013 | $12,799,000 | -3.3% | 163,902 | -1.9% | 0.00% | -20.0% |
| Q3 2013 | $13,242,000 | -2.8% | 167,075 | -4.8% | 0.01% | 0.0% |
| Q2 2013 | $13,620,000 | – | 175,549 | – | 0.01% | – |
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% |