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 | $51,827,942 | +34.7% | 221,260 | +12.7% | 0.53% | +41.2% |
| Q2 2023 | $38,484,031 | -1.3% | 196,277 | +2.2% | 0.37% | -4.1% |
| Q1 2023 | $38,989,069 | -6.4% | 192,036 | -0.1% | 0.39% | -11.0% |
| Q4 2022 | $41,652,423 | +2.7% | 192,310 | +0.7% | 0.44% | -4.6% |
| Q3 2022 | $40,560,000 | -29.9% | 191,031 | -20.2% | 0.46% | -23.0% |
| Q2 2022 | $57,862,000 | -17.8% | 239,268 | -7.2% | 0.60% | -0.3% |
| Q1 2022 | $70,417,000 | -34.3% | 257,777 | -17.8% | 0.60% | -25.3% |
| Q4 2021 | $107,200,000 | +21.8% | 313,459 | -7.7% | 0.80% | +21.7% |
| Q3 2021 | $88,005,000 | +5.0% | 339,750 | +4.3% | 0.66% | +14.2% |
| Q2 2021 | $83,784,000 | +11.3% | 325,869 | -2.6% | 0.58% | +13.8% |
| Q1 2021 | $75,253,000 | -15.1% | 334,400 | -12.6% | 0.51% | -30.9% |
| Q4 2020 | $88,632,000 | +21.0% | 382,743 | -16.1% | 0.73% | -7.5% |
| Q3 2020 | $73,259,000 | +8.1% | 456,131 | -5.1% | 0.79% | +6.0% |
| Q2 2020 | $67,745,000 | +13.0% | 480,564 | -6.8% | 0.75% | -8.7% |
| Q1 2020 | $59,949,000 | -22.3% | 515,691 | +1.1% | 0.82% | +18.6% |
| Q4 2019 | $77,151,000 | +2.5% | 509,888 | -1.0% | 0.69% | -1.1% |
| Q3 2019 | $75,260,000 | -1.1% | 514,988 | -2.1% | 0.70% | +1.3% |
| Q2 2019 | $76,109,000 | +11.8% | 526,194 | -2.6% | 0.69% | +19.7% |
| Q1 2019 | $68,075,000 | +11.6% | 540,320 | -2.7% | 0.58% | +5.1% |
| Q4 2018 | $61,021,000 | -12.8% | 555,544 | -0.1% | 0.55% | +13.3% |
| Q3 2018 | $69,991,000 | -9.0% | 555,924 | -7.3% | 0.48% | -9.2% |
| Q2 2018 | $76,885,000 | +35.4% | 599,492 | +0.9% | 0.53% | +33.7% |
| Q1 2018 | $56,776,000 | -2.8% | 594,392 | -1.3% | 0.40% | +2.3% |
| Q4 2017 | $58,420,000 | +9.1% | 602,453 | -4.3% | 0.39% | +9.6% |
| Q3 2017 | $53,531,000 | +6.9% | 629,850 | -1.5% | 0.36% | +6.9% |
| Q2 2017 | $50,091,000 | -3.7% | 639,405 | -3.4% | 0.33% | -2.4% |
| Q1 2017 | $52,002,000 | -9.4% | 661,605 | -15.3% | 0.34% | -7.6% |
| Q4 2016 | $57,429,000 | -26.7% | 780,705 | -21.0% | 0.37% | -28.7% |
| Q3 2016 | $78,374,000 | -3.1% | 988,696 | 0.0% | 0.52% | -3.4% |
| Q2 2016 | $80,856,000 | -12.4% | 988,696 | -5.4% | 0.53% | -8.2% |
| Q1 2016 | $92,268,000 | -3.5% | 1,045,296 | -12.1% | 0.58% | +1.9% |
| Q4 2015 | $95,655,000 | -22.8% | 1,189,596 | -23.0% | 0.57% | -13.1% |
| Q3 2015 | $123,977,000 | -1.8% | 1,544,698 | -2.7% | 0.66% | +23.3% |
| Q2 2015 | $126,278,000 | +1.2% | 1,587,398 | -4.7% | 0.53% | +12.9% |
| Q1 2015 | $124,801,000 | +9.4% | 1,666,008 | -5.5% | 0.47% | +19.2% |
| Q4 2014 | $114,122,000 | -4.8% | 1,763,593 | -0.1% | 0.40% | -2.2% |
| Q3 2014 | $119,881,000 | -5.3% | 1,765,553 | +0.2% | 0.40% | +7.4% |
| Q2 2014 | $126,555,000 | -9.1% | 1,762,353 | -0.0% | 0.38% | -8.3% |
| Q1 2014 | $139,285,000 | -0.0% | 1,762,653 | -1.2% | 0.41% | +3.0% |
| Q4 2013 | $139,309,000 | -4.1% | 1,783,953 | -2.7% | 0.40% | -7.6% |
| Q3 2013 | $145,280,000 | +1.9% | 1,832,953 | -0.2% | 0.43% | -1.8% |
| Q2 2013 | $142,536,000 | – | 1,837,273 | – | 0.44% | – |
Download | ||||||
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% |