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 | $11,926,564 | +12.4% | 50,916 | -5.9% | 0.01% | +11.1% |
| Q2 2023 | $10,607,779 | -5.5% | 54,102 | -2.2% | 0.01% | -10.0% |
| Q1 2023 | $11,227,153 | -5.0% | 55,298 | +1.4% | 0.01% | 0.0% |
| Q4 2022 | $11,816,717 | +4.5% | 54,558 | +2.4% | 0.01% | 0.0% |
| Q3 2022 | $11,308,000 | -8.8% | 53,259 | +3.8% | 0.01% | -16.7% |
| Q2 2022 | $12,404,000 | -14.2% | 51,294 | -3.1% | 0.01% | +9.1% |
| Q1 2022 | $14,464,000 | -20.3% | 52,950 | -0.2% | 0.01% | -8.3% |
| Q4 2021 | $18,149,000 | +32.0% | 53,069 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $13,746,000 | +4.2% | 53,069 | +3.4% | 0.01% | 0.0% |
| Q2 2021 | $13,197,000 | +17.0% | 51,328 | +2.4% | 0.01% | +11.1% |
| Q1 2021 | $11,278,000 | -10.5% | 50,117 | -7.9% | 0.01% | -10.0% |
| Q4 2020 | $12,597,000 | +57.7% | 54,399 | +9.4% | 0.01% | +42.9% |
| Q3 2020 | $7,988,000 | +17.2% | 49,733 | +2.9% | 0.01% | 0.0% |
| Q2 2020 | $6,814,000 | +32.2% | 48,340 | +9.0% | 0.01% | +16.7% |
| Q1 2020 | $5,154,000 | -27.1% | 44,337 | -5.1% | 0.01% | 0.0% |
| Q4 2019 | $7,072,000 | +1.5% | 46,737 | -2.0% | 0.01% | -14.3% |
| Q3 2019 | $6,966,000 | +23.2% | 47,670 | +21.9% | 0.01% | 0.0% |
| Q2 2019 | $5,656,000 | -1.3% | 39,106 | -14.0% | 0.01% | 0.0% |
| Q1 2019 | $5,728,000 | +11.9% | 45,465 | -2.4% | 0.01% | 0.0% |
| Q4 2018 | $5,118,000 | -16.8% | 46,593 | -4.7% | 0.01% | -12.5% |
| Q3 2018 | $6,153,000 | +7.2% | 48,869 | +9.2% | 0.01% | 0.0% |
| Q2 2018 | $5,742,000 | +23.1% | 44,770 | -8.3% | 0.01% | +14.3% |
| Q1 2018 | $4,665,000 | -1.7% | 48,838 | -0.3% | 0.01% | +16.7% |
| Q4 2017 | $4,748,000 | +12.7% | 48,968 | -1.2% | 0.01% | 0.0% |
| Q3 2017 | $4,213,000 | +12.3% | 49,571 | +3.5% | 0.01% | 0.0% |
| Q2 2017 | $3,752,000 | +3.1% | 47,900 | +3.5% | 0.01% | 0.0% |
| Q1 2017 | $3,639,000 | -1.8% | 46,300 | -8.1% | 0.01% | 0.0% |
| Q4 2016 | $3,707,000 | -18.5% | 50,400 | -12.1% | 0.01% | -14.3% |
| Q3 2016 | $4,548,000 | -19.0% | 57,368 | -16.5% | 0.01% | -22.2% |
| Q2 2016 | $5,616,000 | -9.3% | 68,668 | -2.1% | 0.01% | -10.0% |
| Q1 2016 | $6,194,000 | +6.7% | 70,168 | -2.8% | 0.01% | +11.1% |
| Q4 2015 | $5,803,000 | +3.6% | 72,168 | +3.4% | 0.01% | -10.0% |
| Q3 2015 | $5,600,000 | +12.5% | 69,768 | +11.5% | 0.01% | +42.9% |
| Q2 2015 | $4,977,000 | -19.8% | 62,568 | -33.0% | 0.01% | -22.2% |
| Q1 2015 | $6,209,000 | 0.0% | 93,368 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $6,209,000 | +45.9% | 93,368 | +49.0% | 0.01% | +50.0% |
| Q3 2014 | $4,255,000 | -5.4% | 62,668 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $4,500,000 | -8.4% | 62,668 | -2.9% | 0.01% | -14.3% |
| Q1 2014 | $4,912,000 | -1.6% | 64,568 | +3.2% | 0.01% | 0.0% |
| Q4 2013 | $4,991,000 | +2.8% | 62,568 | +2.1% | 0.01% | -22.2% |
| Q3 2013 | $4,856,000 | +3.5% | 61,273 | +1.3% | 0.01% | 0.0% |
| Q2 2013 | $4,692,000 | – | 60,474 | – | 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% |