MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 149 filers reported holding MORNINGSTAR INC in Q1 2014. The put-call ratio across all filers is 0.85 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $410,000 | -62.0% | 1,200 | -71.4% | 0.00% | -72.7% |
| Q2 2021 | $1,080,000 | +14.3% | 4,200 | 0.0% | 0.01% | +22.2% |
| Q1 2021 | $945,000 | +104.1% | 4,200 | +110.0% | 0.01% | +80.0% |
| Q4 2020 | $463,000 | +44.2% | 2,000 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $321,000 | +21.6% | 2,000 | -16.7% | 0.00% | 0.0% |
| Q4 2018 | $264,000 | -38.3% | 2,400 | -29.4% | 0.00% | -20.0% |
| Q3 2018 | $428,000 | -1.8% | 3,400 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $436,000 | -45.2% | 3,400 | -65.7% | 0.01% | -58.3% |
| Q3 2015 | $795,000 | +8.6% | 9,900 | +7.6% | 0.01% | +9.1% |
| Q2 2015 | $732,000 | +5.0% | 9,200 | -1.1% | 0.01% | 0.0% |
| Q1 2015 | $697,000 | +88.9% | 9,300 | +63.2% | 0.01% | +83.3% |
| Q4 2014 | $369,000 | -67.6% | 5,700 | -61.0% | 0.01% | -73.9% |
| Q4 2013 | $1,140,000 | +30.7% | 14,600 | +32.7% | 0.02% | +21.1% |
| Q3 2013 | $872,000 | +42.3% | 11,000 | +39.2% | 0.02% | +58.3% |
| Q2 2013 | $613,000 | – | 7,900 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 127,326 | $32,737,000 | 10.55% |
| Northern Right Capital Management, L.P. | 61,108 | $15,711,000 | 4.60% |
| Praesidium Investment Management Company, LLC | 235,012 | $60,424,000 | 3.22% |
| Select Equity Group, L.P. | 3,636,995 | $935,107,785,000 | 3.20% |
| CEERA INVESTMENTS, LLC | 13,467 | $3,463,000 | 2.63% |
| Regal Partners Ltd | 78,784 | $20,256,000 | 1.60% |
| Kensington Investment Counsel, LLC | 8,971 | $2,307,000 | 1.58% |
| AMERICAN CAPITAL MANAGEMENT INC | 192,325 | $49,449,000 | 1.38% |
| Yorktown Management & Research Co Inc | 6,400 | $1,646,000 | 1.29% |
| Stanley-Laman Group, Ltd. | 33,594 | $8,637,000 | 1.23% |