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 | $9,476,180 | +74.6% | 40,455 | +46.2% | 0.00% | +50.0% |
| Q2 2023 | $5,427,022 | -40.6% | 27,679 | -38.5% | 0.00% | -33.3% |
| Q1 2023 | $9,138,583 | -1.6% | 45,011 | +4.9% | 0.00% | -25.0% |
| Q4 2022 | $9,290,630 | +3.2% | 42,895 | +1.2% | 0.00% | 0.0% |
| Q3 2022 | $9,001,000 | -10.3% | 42,392 | +2.2% | 0.00% | 0.0% |
| Q2 2022 | $10,031,000 | +57.8% | 41,477 | +78.2% | 0.00% | +100.0% |
| Q1 2022 | $6,357,000 | -16.4% | 23,273 | +4.6% | 0.00% | 0.0% |
| Q4 2021 | $7,605,000 | +34.0% | 22,240 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $5,676,000 | +20.0% | 21,913 | +19.1% | 0.00% | 0.0% |
| Q2 2021 | $4,729,000 | +21.0% | 18,394 | +5.9% | 0.00% | +100.0% |
| Q1 2021 | $3,908,000 | -0.4% | 17,365 | +2.5% | 0.00% | -50.0% |
| Q4 2020 | $3,924,000 | +32.3% | 16,948 | -8.3% | 0.00% | +100.0% |
| Q3 2020 | $2,967,000 | +22.2% | 18,475 | +7.3% | 0.00% | 0.0% |
| Q2 2020 | $2,428,000 | +18.7% | 17,224 | -2.1% | 0.00% | 0.0% |
| Q1 2020 | $2,045,000 | -11.0% | 17,590 | +15.8% | 0.00% | 0.0% |
| Q4 2019 | $2,299,000 | +5.2% | 15,195 | +1.6% | 0.00% | 0.0% |
| Q3 2019 | $2,186,000 | +20.2% | 14,958 | +19.1% | 0.00% | 0.0% |
| Q2 2019 | $1,818,000 | +39.2% | 12,564 | +21.2% | 0.00% | 0.0% |
| Q1 2019 | $1,306,000 | +19.3% | 10,366 | +4.0% | 0.00% | 0.0% |
| Q4 2018 | $1,095,000 | -1.4% | 9,963 | +12.9% | 0.00% | 0.0% |
| Q3 2018 | $1,111,000 | 0.0% | 8,825 | +1.9% | 0.00% | 0.0% |
| Q2 2018 | $1,111,000 | +17.8% | 8,660 | -12.3% | 0.00% | 0.0% |
| Q1 2018 | $943,000 | -0.2% | 9,869 | +1.3% | 0.00% | 0.0% |
| Q4 2017 | $945,000 | +45.6% | 9,745 | +27.5% | 0.00% | – |
| Q3 2017 | $649,000 | +8.3% | 7,644 | 0.0% | 0.00% | – |
| Q2 2017 | $599,000 | +1.4% | 7,644 | +1.7% | 0.00% | -100.0% |
| Q1 2017 | $591,000 | +123.0% | 7,517 | +108.5% | 0.00% | – |
| Q4 2016 | $265,000 | +29.3% | 3,605 | +39.2% | 0.00% | – |
| Q3 2016 | $205,000 | +26.5% | 2,589 | +31.4% | 0.00% | – |
| Q2 2016 | $162,000 | -4.1% | 1,971 | +3.1% | 0.00% | – |
| Q1 2016 | $169,000 | +24.3% | 1,911 | +12.7% | 0.00% | – |
| Q4 2015 | $136,000 | 0.0% | 1,696 | 0.0% | 0.00% | – |
| Q3 2015 | $136,000 | +0.7% | 1,696 | 0.0% | 0.00% | – |
| Q2 2015 | $135,000 | +35.0% | 1,696 | +27.6% | 0.00% | – |
| Q1 2015 | $100,000 | +244.8% | 1,329 | +192.7% | 0.00% | – |
| Q4 2014 | $29,000 | -6.5% | 454 | 0.0% | 0.00% | – |
| Q3 2014 | $31,000 | -6.1% | 454 | 0.0% | 0.00% | – |
| Q2 2014 | $33,000 | -8.3% | 454 | 0.0% | 0.00% | – |
| Q1 2014 | $36,000 | +2.9% | 454 | 0.0% | 0.00% | – |
| Q4 2013 | $35,000 | – | 454 | – | 0.00% | – |
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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% |