LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.

Quarter-by-quarter ownership
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q1 2022$13,000
-18.8%
460.0%0.00%
Q4 2021$16,000
+33.3%
460.0%0.00%
Q3 2021$12,0000.0%460.0%0.00%
Q2 2021$12,000
+9.1%
460.0%0.00%
Q4 2020$11,000
+57.1%
460.0%0.00%
Q3 2020$7,000
+16.7%
460.0%0.00%
Q2 2020$6,000
+20.0%
460.0%0.00%
Q1 2020$5,000
-28.6%
460.0%0.00%
Q4 2019$7,0000.0%460.0%0.00%
Q3 2019$7,0000.0%460.0%0.00%
Q2 2019$7,000
+16.7%
460.0%0.00%
Q1 2019$6,000
+20.0%
460.0%0.00%
Q4 2018$5,000
-16.7%
460.0%0.00%
Q3 2018$6,0000.0%460.0%0.00%
Q2 2018$6,000
-25.0%
46
-41.8%
0.00%
Q1 2018$8,0000.0%790.0%0.00%
Q4 2017$8,000
+14.3%
790.0%0.00%
Q3 2017$7,000
+133.3%
79
+139.4%
0.00%
Q2 2017$3,0000.0%330.0%0.00%
Q1 2017$3,000
-70.0%
33
-75.2%
0.00%
Q4 2016$10,0001330.00%
Other shareholders
MORNINGSTAR INC shareholders Q1 2022
NameSharesValueWeighting ↓
Praesidium Investment Management Company, LLC 200,750$47,023,6806.06%
Select Equity Group, L.P. 3,598,908$843,008,2103.45%
Liontrust Investment Partners LLP 453,130$106,145,5191.70%
CEERA INVESTMENTS, LLC 12,456$2,917,6931.59%
AMERICAN CAPITAL MANAGEMENT INC 161,787$37,896,9871.46%
CRAMER ROSENTHAL MCGLYNN LLC 109,026$25,538,2501.43%
2Xideas AG 54,634$12,797,4681.42%
Alamar Capital Management, LLC 5,841$1,368,1901.29%
Kensington Investment Counsel, LLC 8,238$1,929,6691.20%
Covey Capital Advisors, LLC 3,439$805,5511.14%
View complete list of MORNINGSTAR INC shareholders