MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 162 filers reported holding MORNINGSTAR INC in Q4 2013. The put-call ratio across all filers is 0.80 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $13,003,000 | -1.3% | 176,767 | +6.4% | 0.00% | -33.3% |
| Q3 2016 | $13,169,000 | -1.1% | 166,124 | +2.0% | 0.00% | 0.0% |
| Q2 2016 | $13,319,000 | -8.2% | 162,869 | -0.9% | 0.00% | 0.0% |
| Q1 2016 | $14,512,000 | +5.2% | 164,400 | -4.2% | 0.00% | 0.0% |
| Q4 2015 | $13,794,000 | +8.2% | 171,550 | +8.0% | 0.00% | 0.0% |
| Q3 2015 | $12,746,000 | +3.7% | 158,803 | +2.8% | 0.00% | 0.0% |
| Q2 2015 | $12,291,000 | +8.8% | 154,501 | +2.4% | 0.00% | 0.0% |
| Q1 2015 | $11,298,000 | +21.4% | 150,826 | +4.9% | 0.00% | +50.0% |
| Q4 2014 | $9,303,000 | +5.2% | 143,772 | +10.4% | 0.00% | 0.0% |
| Q3 2014 | $8,844,000 | -6.3% | 130,244 | -0.9% | 0.00% | -33.3% |
| Q2 2014 | $9,438,000 | -15.1% | 131,432 | -6.6% | 0.00% | 0.0% |
| Q1 2014 | $11,117,000 | +2.5% | 140,690 | +1.3% | 0.00% | 0.0% |
| Q4 2013 | $10,842,000 | +1.3% | 138,839 | +2.8% | 0.00% | -25.0% |
| Q3 2013 | $10,700,000 | +4.7% | 134,999 | +2.4% | 0.00% | 0.0% |
| Q2 2013 | $10,223,000 | – | 131,776 | – | 0.00% | – |
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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% |