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 | $6,542,792 | +2.2% | 27,932 | -14.4% | 0.14% | +7.1% |
| Q2 2023 | $6,400,117 | -8.3% | 32,642 | -5.1% | 0.13% | -9.4% |
| Q1 2023 | $6,982,608 | -10.4% | 34,392 | -4.4% | 0.14% | -12.0% |
| Q4 2022 | $7,795,724 | +0.5% | 35,993 | -1.4% | 0.16% | -4.8% |
| Q3 2022 | $7,754,000 | -16.6% | 36,518 | -5.0% | 0.17% | -10.8% |
| Q2 2022 | $9,295,000 | -16.4% | 38,438 | -5.6% | 0.19% | +1.6% |
| Q1 2022 | $11,123,000 | -23.8% | 40,718 | -4.7% | 0.18% | -16.1% |
| Q4 2021 | $14,605,000 | +27.7% | 42,705 | -3.3% | 0.22% | +23.9% |
| Q3 2021 | $11,440,000 | -2.5% | 44,165 | -3.3% | 0.18% | 0.0% |
| Q2 2021 | $11,738,000 | +13.9% | 45,655 | -0.3% | 0.18% | +6.7% |
| Q1 2021 | $10,307,000 | -4.8% | 45,800 | -2.1% | 0.16% | -9.8% |
| Q4 2020 | $10,829,000 | +43.6% | 46,765 | -0.4% | 0.18% | +23.6% |
| Q3 2020 | $7,539,000 | +537.3% | 46,940 | +459.5% | 0.15% | +516.7% |
| Q2 2020 | $1,183,000 | +10.4% | 8,390 | -9.1% | 0.02% | -4.0% |
| Q1 2020 | $1,072,000 | -24.0% | 9,225 | -1.1% | 0.02% | 0.0% |
| Q4 2019 | $1,411,000 | +4.4% | 9,325 | +0.8% | 0.02% | 0.0% |
| Q3 2019 | $1,352,000 | -1.1% | 9,250 | -2.1% | 0.02% | +4.2% |
| Q2 2019 | $1,367,000 | +14.8% | 9,450 | 0.0% | 0.02% | +14.3% |
| Q1 2019 | $1,191,000 | +10.1% | 9,450 | -4.1% | 0.02% | -4.5% |
| Q4 2018 | $1,082,000 | -14.1% | 9,850 | -1.5% | 0.02% | +10.0% |
| Q3 2018 | $1,259,000 | -3.3% | 10,000 | -1.5% | 0.02% | -9.1% |
| Q2 2018 | $1,302,000 | +4.1% | 10,150 | -22.5% | 0.02% | +4.8% |
| Q1 2018 | $1,251,000 | -11.0% | 13,092 | -9.7% | 0.02% | -12.5% |
| Q4 2017 | $1,405,000 | +9.5% | 14,492 | -4.0% | 0.02% | +9.1% |
| Q3 2017 | $1,283,000 | -1.5% | 15,092 | -9.2% | 0.02% | -4.3% |
| Q2 2017 | $1,302,000 | -19.0% | 16,617 | -18.7% | 0.02% | -20.7% |
| Q1 2017 | $1,607,000 | +3.5% | 20,442 | -3.2% | 0.03% | 0.0% |
| Q4 2016 | $1,553,000 | -9.2% | 21,115 | -2.2% | 0.03% | -6.5% |
| Q3 2016 | $1,711,000 | -12.3% | 21,590 | -9.4% | 0.03% | -11.4% |
| Q2 2016 | $1,950,000 | -8.8% | 23,840 | -1.5% | 0.04% | -5.4% |
| Q1 2016 | $2,137,000 | +9.1% | 24,215 | -0.6% | 0.04% | +15.6% |
| Q4 2015 | $1,959,000 | -2.8% | 24,365 | -3.0% | 0.03% | 0.0% |
| Q3 2015 | $2,016,000 | -1.9% | 25,115 | -2.7% | 0.03% | +14.3% |
| Q2 2015 | $2,054,000 | -3.7% | 25,815 | -9.3% | 0.03% | +7.7% |
| Q1 2015 | $2,132,000 | -1.8% | 28,465 | -15.2% | 0.03% | +4.0% |
| Q4 2014 | $2,172,000 | -88.6% | 33,565 | -88.1% | 0.02% | -88.6% |
| Q3 2014 | $19,136,000 | -73.2% | 281,833 | -71.7% | 0.22% | -71.4% |
| Q2 2014 | $71,535,000 | -23.8% | 996,169 | -16.2% | 0.77% | -22.9% |
| Q1 2014 | $93,927,000 | +1.0% | 1,188,644 | -0.2% | 1.00% | 0.0% |
| Q4 2013 | $92,985,000 | -4.1% | 1,190,742 | -2.6% | 1.00% | -12.2% |
| Q3 2013 | $96,945,000 | +1.2% | 1,223,127 | -0.9% | 1.13% | -9.6% |
| Q2 2013 | $95,767,000 | – | 1,234,427 | – | 1.25% | – |
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% |