MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 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 ↓ |
---|---|---|---|
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% |