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 | $267,737 | -86.1% | 1,143 | -88.4% | 0.00% | -100.0% |
| Q2 2023 | $1,927,957 | -6.0% | 9,833 | -2.6% | 0.00% | 0.0% |
| Q1 2023 | $2,050,603 | +0.8% | 10,100 | +7.5% | 0.00% | 0.0% |
| Q4 2022 | $2,034,430 | +54.8% | 9,393 | +51.8% | 0.00% | 0.0% |
| Q3 2022 | $1,314,000 | -26.8% | 6,189 | -16.7% | 0.00% | 0.0% |
| Q2 2022 | $1,796,000 | -19.7% | 7,431 | -9.2% | 0.00% | 0.0% |
| Q1 2022 | $2,236,000 | -21.8% | 8,184 | -2.1% | 0.00% | 0.0% |
| Q4 2021 | $2,860,000 | -39.0% | 8,360 | -53.8% | 0.00% | -50.0% |
| Q3 2021 | $4,690,000 | +27.1% | 18,108 | +26.2% | 0.00% | 0.0% |
| Q2 2021 | $3,689,000 | +63.4% | 14,345 | +43.0% | 0.00% | +100.0% |
| Q1 2021 | $2,257,000 | -25.1% | 10,030 | -22.9% | 0.00% | -50.0% |
| Q4 2020 | $3,014,000 | +39.6% | 13,017 | -3.2% | 0.00% | +100.0% |
| Q3 2020 | $2,159,000 | -11.7% | 13,449 | -22.5% | 0.00% | -50.0% |
| Q2 2020 | $2,446,000 | +21.1% | 17,350 | -0.1% | 0.00% | 0.0% |
| Q1 2020 | $2,020,000 | -40.3% | 17,373 | -22.3% | 0.00% | 0.0% |
| Q4 2019 | $3,383,000 | -68.3% | 22,368 | -69.4% | 0.00% | -71.4% |
| Q3 2019 | $10,670,000 | +227.3% | 73,029 | +223.6% | 0.01% | +250.0% |
| Q2 2019 | $3,260,000 | +1.3% | 22,567 | -11.7% | 0.00% | 0.0% |
| Q1 2019 | $3,218,000 | -4.1% | 25,565 | -16.4% | 0.00% | 0.0% |
| Q4 2018 | $3,356,000 | -56.5% | 30,578 | -50.2% | 0.00% | 0.0% |
| Q3 2018 | $7,720,000 | +248.1% | 61,347 | +254.4% | 0.00% | +100.0% |
| Q2 2018 | $2,218,000 | +157.0% | 17,312 | +91.4% | 0.00% | – |
| Q1 2018 | $863,000 | +50.1% | 9,047 | +51.9% | 0.00% | – |
| Q4 2017 | $575,000 | +83.1% | 5,955 | +60.3% | 0.00% | – |
| Q3 2017 | $314,000 | -70.3% | 3,715 | -72.5% | 0.00% | -100.0% |
| Q2 2017 | $1,057,000 | +71.6% | 13,513 | +72.2% | 0.00% | – |
| Q1 2017 | $616,000 | +55.9% | 7,846 | +45.5% | 0.00% | – |
| Q4 2016 | $395,000 | -86.8% | 5,394 | -85.7% | 0.00% | -100.0% |
| Q3 2016 | $2,991,000 | +21.8% | 37,754 | +25.6% | 0.00% | 0.0% |
| Q2 2016 | $2,456,000 | +205.9% | 30,067 | +230.0% | 0.00% | +100.0% |
| Q1 2016 | $803,000 | -37.5% | 9,111 | -43.1% | 0.00% | 0.0% |
| Q4 2015 | $1,284,000 | -21.7% | 16,004 | -21.8% | 0.00% | 0.0% |
| Q3 2015 | $1,640,000 | +2.8% | 20,456 | +1.9% | 0.00% | 0.0% |
| Q2 2015 | $1,595,000 | +15.2% | 20,082 | +8.4% | 0.00% | 0.0% |
| Q1 2015 | $1,385,000 | -12.6% | 18,522 | -24.4% | 0.00% | 0.0% |
| Q4 2014 | $1,585,000 | +63.9% | 24,511 | +72.0% | 0.00% | 0.0% |
| Q3 2014 | $967,000 | -17.7% | 14,247 | -13.0% | 0.00% | 0.0% |
| Q2 2014 | $1,175,000 | -22.6% | 16,382 | -14.8% | 0.00% | 0.0% |
| Q1 2014 | $1,518,000 | -48.9% | 19,218 | -49.5% | 0.00% | -50.0% |
| Q4 2013 | $2,969,000 | +119.0% | 38,039 | +122.2% | 0.00% | +100.0% |
| Q3 2013 | $1,356,000 | – | 17,123 | – | 0.00% | – |
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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% |