MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 223 filers reported holding MORNINGSTAR INC in Q1 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,359,463 | +100362.4% | 17,134 | +4.0% | 0.04% | -23.1% |
| Q1 2023 | $3,344 | -98.9% | 16,469 | +1330.8% | 0.05% | +940.0% |
| Q3 2021 | $298,000 | -86.5% | 1,151 | -88.2% | 0.01% | -88.6% |
| Q1 2021 | $2,201,000 | -13.7% | 9,782 | -11.1% | 0.04% | -38.9% |
| Q4 2020 | $2,549,000 | +833.7% | 11,006 | +509.8% | 0.07% | +500.0% |
| Q4 2019 | $273,000 | +20.3% | 1,805 | -24.0% | 0.01% | +71.4% |
| Q1 2018 | $227,000 | -30.8% | 2,376 | -29.8% | 0.01% | -12.5% |
| Q4 2017 | $328,000 | -30.2% | 3,386 | -42.9% | 0.01% | -27.3% |
| Q3 2016 | $470,000 | -27.1% | 5,928 | -24.8% | 0.01% | -21.4% |
| Q2 2016 | $645,000 | -27.9% | 7,886 | -22.2% | 0.01% | -39.1% |
| Q1 2016 | $895,000 | -52.4% | 10,138 | -56.7% | 0.02% | -56.6% |
| Q4 2015 | $1,882,000 | +199.2% | 23,411 | +198.6% | 0.05% | +152.4% |
| Q3 2015 | $629,000 | +70.5% | 7,841 | +69.1% | 0.02% | +90.9% |
| Q2 2015 | $369,000 | -37.6% | 4,636 | -41.2% | 0.01% | -42.1% |
| Q1 2015 | $591,000 | -16.1% | 7,885 | -27.6% | 0.02% | -20.8% |
| Q4 2014 | $704,000 | +62.6% | 10,885 | +70.6% | 0.02% | +50.0% |
| Q3 2014 | $433,000 | +104.2% | 6,380 | +116.0% | 0.02% | +100.0% |
| Q2 2014 | $212,000 | -25.1% | 2,954 | -18.4% | 0.01% | -42.9% |
| Q4 2013 | $283,000 | – | 3,619 | – | 0.01% | – |
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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% |