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 | $1,235,616 | +6.5% | 5,275 | -10.9% | 0.00% | 0.0% |
| Q2 2023 | $1,160,147 | -10.8% | 5,917 | -7.7% | 0.00% | 0.0% |
| Q1 2023 | $1,301,016 | +34.3% | 6,408 | +43.3% | 0.00% | 0.0% |
| Q4 2022 | $968,808 | +5.9% | 4,473 | +3.8% | 0.00% | 0.0% |
| Q3 2022 | $915,000 | -69.4% | 4,311 | -65.2% | 0.00% | -50.0% |
| Q2 2022 | $2,995,000 | -29.8% | 12,381 | -20.7% | 0.00% | -33.3% |
| Q1 2022 | $4,264,000 | -38.0% | 15,608 | -22.3% | 0.00% | -25.0% |
| Q4 2021 | $6,873,000 | +17.4% | 20,097 | -11.1% | 0.00% | +33.3% |
| Q3 2021 | $5,854,000 | -11.1% | 22,602 | -11.8% | 0.00% | -25.0% |
| Q2 2021 | $6,587,000 | +16.6% | 25,617 | +2.1% | 0.00% | 0.0% |
| Q1 2021 | $5,647,000 | +52.5% | 25,095 | +57.0% | 0.00% | +100.0% |
| Q4 2020 | $3,703,000 | +10.8% | 15,988 | -23.2% | 0.00% | 0.0% |
| Q3 2020 | $3,342,000 | +33.9% | 20,805 | +17.5% | 0.00% | 0.0% |
| Q2 2020 | $2,496,000 | +114.2% | 17,701 | +76.5% | 0.00% | +100.0% |
| Q1 2020 | $1,165,000 | +31.2% | 10,027 | +70.9% | 0.00% | 0.0% |
| Q4 2019 | $888,000 | +5.8% | 5,868 | +2.1% | 0.00% | 0.0% |
| Q3 2019 | $839,000 | +17.0% | 5,748 | +16.0% | 0.00% | 0.0% |
| Q2 2019 | $717,000 | +32.3% | 4,954 | +15.2% | 0.00% | 0.0% |
| Q1 2019 | $542,000 | +14.3% | 4,302 | -0.5% | 0.00% | – |
| Q4 2018 | $474,000 | -48.5% | 4,323 | -40.9% | 0.00% | -100.0% |
| Q3 2018 | $921,000 | -12.3% | 7,310 | -10.7% | 0.00% | 0.0% |
| Q2 2018 | $1,050,000 | +21.2% | 8,185 | -9.7% | 0.00% | 0.0% |
| Q1 2018 | $866,000 | -11.7% | 9,066 | -10.4% | 0.00% | 0.0% |
| Q4 2017 | $981,000 | +10.0% | 10,119 | -3.6% | 0.00% | 0.0% |
| Q3 2017 | $892,000 | +38.9% | 10,500 | +28.1% | 0.00% | 0.0% |
| Q2 2017 | $642,000 | +2.6% | 8,198 | +2.9% | 0.00% | 0.0% |
| Q1 2017 | $626,000 | -64.0% | 7,968 | -66.3% | 0.00% | -50.0% |
| Q4 2016 | $1,741,000 | -53.9% | 23,667 | -50.3% | 0.00% | -50.0% |
| Q3 2016 | $3,776,000 | -6.7% | 47,638 | -3.7% | 0.00% | 0.0% |
| Q2 2016 | $4,046,000 | -12.4% | 49,469 | -5.5% | 0.00% | -20.0% |
| Q1 2016 | $4,619,000 | +17.7% | 52,327 | +7.2% | 0.01% | +25.0% |
| Q4 2015 | $3,925,000 | +243.7% | 48,807 | +242.8% | 0.00% | +300.0% |
| Q3 2015 | $1,142,000 | +34.4% | 14,238 | +33.1% | 0.00% | 0.0% |
| Q2 2015 | $850,000 | -6.5% | 10,697 | -11.9% | 0.00% | 0.0% |
| Q1 2015 | $909,000 | +15.4% | 12,141 | -0.3% | 0.00% | 0.0% |
| Q4 2014 | $788,000 | -21.5% | 12,182 | -17.7% | 0.00% | 0.0% |
| Q3 2014 | $1,004,000 | -3.8% | 14,799 | +1.7% | 0.00% | 0.0% |
| Q2 2014 | $1,044,000 | +3.8% | 14,546 | +14.3% | 0.00% | 0.0% |
| Q1 2014 | $1,006,000 | +18.9% | 12,723 | +17.5% | 0.00% | 0.0% |
| Q4 2013 | $846,000 | -41.7% | 10,830 | -40.8% | 0.00% | 0.0% |
| Q3 2013 | $1,451,000 | +19.5% | 18,305 | +17.0% | 0.00% | 0.0% |
| Q2 2013 | $1,214,000 | – | 15,648 | – | 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% |