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 | $1,783,738 | +40.9% | 7,615 | +18.0% | 0.26% | +48.6% |
| Q2 2023 | $1,265,632 | -5.5% | 6,455 | -2.2% | 0.18% | -11.9% |
| Q1 2023 | $1,339,998 | -3.3% | 6,600 | +3.2% | 0.20% | -6.5% |
| Q4 2022 | $1,385,310 | -1.3% | 6,396 | -3.2% | 0.22% | +0.5% |
| Q3 2022 | $1,403,000 | -9.1% | 6,608 | +3.5% | 0.21% | -2.3% |
| Q2 2022 | $1,544,000 | -11.6% | 6,385 | -0.1% | 0.22% | +16.5% |
| Q1 2022 | $1,746,000 | -20.0% | 6,391 | +0.2% | 0.19% | -13.8% |
| Q4 2021 | $2,182,000 | +69.8% | 6,379 | +28.6% | 0.22% | +86.3% |
| Q3 2021 | $1,285,000 | -3.5% | 4,960 | -4.3% | 0.12% | -2.5% |
| Q2 2021 | $1,332,000 | +45.1% | 5,181 | +27.0% | 0.12% | +39.5% |
| Q1 2021 | $918,000 | +1.4% | 4,081 | +4.4% | 0.09% | -2.3% |
| Q4 2020 | $905,000 | +47.6% | 3,908 | +2.3% | 0.09% | +20.5% |
| Q3 2020 | $613,000 | +32.1% | 3,819 | +16.0% | 0.07% | +21.7% |
| Q2 2020 | $464,000 | -31.8% | 3,293 | -43.7% | 0.06% | -50.0% |
| Q1 2020 | $680,000 | -21.2% | 5,848 | +2.5% | 0.12% | +4.3% |
| Q4 2019 | $863,000 | +3.2% | 5,706 | -0.2% | 0.12% | -5.0% |
| Q3 2019 | $836,000 | +0.1% | 5,718 | -0.9% | 0.12% | +8.0% |
| Q2 2019 | $835,000 | +14.9% | 5,770 | 0.0% | 0.11% | +5.7% |
| Q1 2019 | $727,000 | +19.4% | 5,770 | +4.1% | 0.11% | +6.0% |
| Q4 2018 | $609,000 | -12.8% | 5,545 | 0.0% | 0.10% | +19.0% |
| Q3 2018 | $698,000 | – | 5,545 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 73,374 | $17,744,000 | 22.50% |
| Praesidium Investment Management Company, LLC | 297,952 | $72,054,000 | 6.29% |
| Select Equity Group, L.P. | 4,097,822 | $990,976,000 | 3.17% |
| Regal Partners Ltd | 55,640 | $13,455,000 | 2.29% |
| Alamar Capital Management, LLC | 8,229 | $1,990,000 | 2.25% |
| Kensington Investment Counsel, LLC | 8,862 | $2,143,000 | 1.83% |
| CEERA INVESTMENTS, LLC | 13,009 | $3,146,000 | 1.80% |
| Covey Capital Advisors, LLC | 4,823 | $1,166,000 | 1.72% |
| AMERICAN CAPITAL MANAGEMENT INC | 183,683 | $44,420,000 | 1.66% |
| Yorktown Management & Research Co Inc | 4,700 | $1,137,000 | 1.47% |