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 | $4,240 | +289.0% | 18,103 | +225.7% | 0.04% | +300.0% |
| Q2 2023 | $1,090 | +5.0% | 5,558 | +8.7% | 0.01% | 0.0% |
| Q1 2023 | $1,038 | -14.3% | 5,114 | -8.5% | 0.01% | -18.2% |
| Q4 2022 | $1,211 | -99.9% | 5,592 | +0.8% | 0.01% | 0.0% |
| Q3 2022 | $1,177,000 | -17.2% | 5,545 | -5.6% | 0.01% | -15.4% |
| Q2 2022 | $1,421,000 | -10.6% | 5,874 | +1.0% | 0.01% | +8.3% |
| Q1 2022 | $1,589,000 | -57.1% | 5,818 | -46.3% | 0.01% | -14.3% |
| Q4 2021 | $3,704,000 | +204.4% | 10,828 | +130.4% | 0.01% | +40.0% |
| Q3 2021 | $1,217,000 | -4.5% | 4,700 | -5.1% | 0.01% | 0.0% |
| Q2 2021 | $1,274,000 | +49.4% | 4,955 | +30.7% | 0.01% | -68.8% |
| Q1 2021 | $853,000 | -10.3% | 3,791 | -7.6% | 0.03% | -11.1% |
| Q4 2020 | $951,000 | +44.1% | 4,105 | -0.0% | 0.04% | +24.1% |
| Q3 2020 | $660,000 | +11.5% | 4,107 | -2.2% | 0.03% | +7.4% |
| Q2 2020 | $592,000 | -0.8% | 4,198 | -18.2% | 0.03% | +80.0% |
| Q1 2020 | $597,000 | -24.7% | 5,134 | -2.0% | 0.02% | 0.0% |
| Q4 2019 | $793,000 | +8.9% | 5,239 | +5.2% | 0.02% | 0.0% |
| Q3 2019 | $728,000 | +16.1% | 4,979 | +14.8% | 0.02% | 0.0% |
| Q2 2019 | $627,000 | +20.1% | 4,336 | +4.6% | 0.02% | +15.4% |
| Q1 2019 | $522,000 | +17.0% | 4,145 | +2.2% | 0.01% | 0.0% |
| Q4 2018 | $446,000 | +42.5% | 4,056 | +63.2% | 0.01% | +62.5% |
| Q3 2018 | $313,000 | -42.4% | 2,485 | -41.4% | 0.01% | -38.5% |
| Q2 2018 | $543,000 | +41.4% | 4,237 | +5.3% | 0.01% | +30.0% |
| Q1 2018 | $384,000 | +4.9% | 4,024 | +6.5% | 0.01% | 0.0% |
| Q4 2017 | $366,000 | +20.8% | 3,778 | +5.9% | 0.01% | +11.1% |
| Q3 2017 | $303,000 | +10.2% | 3,568 | +1.7% | 0.01% | 0.0% |
| Q2 2017 | $275,000 | +34.1% | 3,509 | +34.3% | 0.01% | -10.0% |
| Q1 2017 | $205,000 | -12.8% | 2,613 | -18.1% | 0.01% | -9.1% |
| Q4 2016 | $235,000 | +3.5% | 3,190 | +11.6% | 0.01% | -15.4% |
| Q3 2016 | $227,000 | -4.2% | 2,858 | +0.0% | 0.01% | -7.1% |
| Q2 2016 | $237,000 | – | 2,857 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praesidium Investment Management Company, LLC | 298,676 | $64,690,235 | 6.58% |
| Select Equity Group, L.P. | 3,945,781 | $854,616,707 | 3.21% |
| CEERA INVESTMENTS, LLC | 12,566 | $2,721,670 | 1.72% |
| Alamar Capital Management, LLC | 7,329 | $1,587,396 | 1.63% |
| AMERICAN CAPITAL MANAGEMENT INC | 184,448 | $39,949,592 | 1.56% |
| Kensington Investment Counsel, LLC | 8,913 | $1,930,467 | 1.52% |
| Yorktown Management & Research Co Inc | 4,700 | $1,017,973 | 1.24% |
| Martin Capital Advisors, LLP | 4,439 | $961,443 | 1.08% |
| Covey Capital Advisors, LLC | 3,026 | $655,401 | 1.07% |
| 2Xideas AG | 46,401 | $10,049,993 | 1.06% |