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 | $25,538,250 | +77.8% | 109,026 | +48.8% | 1.43% | +98.5% |
| Q2 2023 | $14,366,833 | -11.9% | 73,274 | -8.8% | 0.72% | -2.2% |
| Q1 2023 | $16,305,136 | +8.2% | 80,309 | +15.5% | 0.74% | +10.9% |
| Q4 2022 | $15,063,185 | +25.6% | 69,547 | +23.2% | 0.66% | +15.3% |
| Q3 2022 | $11,989,000 | -4.3% | 56,465 | +9.0% | 0.58% | 0.0% |
| Q2 2022 | $12,525,000 | +2.8% | 51,793 | +16.2% | 0.58% | +21.1% |
| Q1 2022 | $12,178,000 | -46.4% | 44,580 | -32.9% | 0.48% | -35.2% |
| Q4 2021 | $22,733,000 | +28.4% | 66,472 | -2.7% | 0.73% | +21.2% |
| Q3 2021 | $17,704,000 | -1.9% | 68,346 | -2.6% | 0.60% | +4.5% |
| Q2 2021 | $18,047,000 | +8.2% | 70,191 | -5.3% | 0.58% | +4.5% |
| Q1 2021 | $16,681,000 | -16.6% | 74,123 | -14.2% | 0.55% | -11.9% |
| Q4 2020 | $19,995,000 | +43.3% | 86,347 | -0.6% | 0.63% | +11.5% |
| Q3 2020 | $13,951,000 | +10.7% | 86,862 | -2.8% | 0.56% | +11.0% |
| Q2 2020 | $12,598,000 | +19.4% | 89,370 | -1.5% | 0.51% | +2.2% |
| Q1 2020 | $10,553,000 | -26.9% | 90,775 | -4.9% | 0.50% | +21.2% |
| Q4 2019 | $14,440,000 | – | 95,435 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praesidium Investment Management Company, LLC | 298,676 | $64,690,235 | 6.58% |
| Select Equity Group, L.P. | 3,945,781 | $854,616,707 | 3.21% |
| CEERA INVESTMENTS, LLC | 12,566 | $2,721,670 | 1.72% |
| Alamar Capital Management, LLC | 7,329 | $1,587,396 | 1.63% |
| AMERICAN CAPITAL MANAGEMENT INC | 184,448 | $39,949,592 | 1.56% |
| Kensington Investment Counsel, LLC | 8,913 | $1,930,467 | 1.52% |
| Yorktown Management & Research Co Inc | 4,700 | $1,017,973 | 1.24% |
| Martin Capital Advisors, LLP | 4,439 | $961,443 | 1.08% |
| Covey Capital Advisors, LLC | 3,026 | $655,401 | 1.07% |
| 2Xideas AG | 46,401 | $10,049,993 | 1.06% |