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 | $6,666,938 | +19.5% | 28,462 | 0.0% | 0.00% | +33.3% |
| Q2 2023 | $5,580,544 | +6.5% | 28,462 | +10.3% | 0.00% | 0.0% |
| Q1 2023 | $5,238,377 | +95177.9% | 25,801 | +1.6% | 0.00% | -25.0% |
| Q4 2022 | $5,498 | -99.9% | 25,384 | -12.0% | 0.00% | -20.0% |
| Q3 2022 | $6,124,000 | -8.1% | 28,844 | +4.6% | 0.01% | 0.0% |
| Q2 2022 | $6,666,000 | +17.3% | 27,565 | +32.4% | 0.01% | +66.7% |
| Q1 2022 | $5,685,000 | -10.4% | 20,812 | +12.1% | 0.00% | -25.0% |
| Q4 2021 | $6,347,000 | +0.6% | 18,560 | -23.8% | 0.00% | 0.0% |
| Q3 2021 | $6,310,000 | +0.7% | 24,362 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,264,000 | +14.8% | 24,362 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $5,457,000 | -3.2% | 24,247 | -0.4% | 0.00% | 0.0% |
| Q4 2020 | $5,640,000 | +33.9% | 24,355 | -7.1% | 0.00% | 0.0% |
| Q3 2020 | $4,211,000 | +14.6% | 26,218 | +0.6% | 0.00% | 0.0% |
| Q2 2020 | $3,674,000 | +26.2% | 26,065 | +4.1% | 0.00% | 0.0% |
| Q1 2020 | $2,912,000 | -17.5% | 25,050 | +7.3% | 0.00% | 0.0% |
| Q4 2019 | $3,531,000 | -45.6% | 23,339 | -47.5% | 0.00% | -42.9% |
| Q3 2019 | $6,496,000 | +16.6% | 44,448 | +15.4% | 0.01% | +16.7% |
| Q2 2019 | $5,573,000 | -18.6% | 38,530 | -33.6% | 0.01% | +50.0% |
| Q1 2019 | $6,843,000 | +114.8% | 58,032 | +100.1% | 0.00% | 0.0% |
| Q4 2018 | $3,186,000 | -12.7% | 29,003 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $3,651,000 | -31.6% | 29,003 | -30.3% | 0.00% | -42.9% |
| Q2 2018 | $5,335,000 | +34.2% | 41,600 | 0.0% | 0.01% | +40.0% |
| Q1 2018 | $3,974,000 | +8.1% | 41,600 | +9.7% | 0.01% | 0.0% |
| Q4 2017 | $3,677,000 | +14.2% | 37,922 | +0.1% | 0.01% | 0.0% |
| Q3 2017 | $3,221,000 | – | 37,900 | – | 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% |