MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 239 filers reported holding MORNINGSTAR INC in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $378,000 | -11.5% | 2,498 | -14.5% | 0.00% | -33.3% |
| Q3 2019 | $427,000 | -2.3% | 2,920 | -3.3% | 0.00% | 0.0% |
| Q2 2019 | $437,000 | +4.5% | 3,019 | -8.7% | 0.00% | 0.0% |
| Q1 2019 | $418,000 | +13.6% | 3,306 | -1.7% | 0.00% | 0.0% |
| Q4 2018 | $368,000 | +557.1% | 3,363 | +654.0% | 0.00% | – |
| Q3 2018 | $56,000 | -67.1% | 446 | -75.0% | 0.00% | -100.0% |
| Q2 2018 | $170,000 | 0.0% | 1,783 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $170,000 | -1.2% | 1,783 | +0.3% | 0.00% | 0.0% |
| Q4 2017 | $172,000 | +12.4% | 1,778 | -1.1% | 0.00% | 0.0% |
| Q3 2017 | $153,000 | -11.6% | 1,798 | -18.5% | 0.00% | 0.0% |
| Q2 2017 | $173,000 | +4.2% | 2,207 | +4.3% | 0.00% | 0.0% |
| Q1 2017 | $166,000 | -9.8% | 2,117 | -11.6% | 0.00% | -33.3% |
| Q4 2016 | $184,000 | +26.9% | 2,396 | +29.0% | 0.00% | +50.0% |
| Q3 2016 | $145,000 | +83.5% | 1,857 | +91.8% | 0.00% | +100.0% |
| Q2 2016 | $79,000 | +2.6% | 968 | +12.7% | 0.00% | 0.0% |
| Q1 2016 | $77,000 | +16.7% | 859 | +3.6% | 0.00% | 0.0% |
| Q4 2015 | $66,000 | +11.9% | 829 | +13.7% | 0.00% | 0.0% |
| Q3 2015 | $59,000 | +3.5% | 729 | +2.8% | 0.00% | 0.0% |
| Q2 2015 | $57,000 | +14.0% | 709 | +5.0% | 0.00% | 0.0% |
| Q1 2015 | $50,000 | +2.0% | 675 | -4.5% | 0.00% | 0.0% |
| Q4 2014 | $49,000 | +14.0% | 707 | +11.0% | 0.00% | 0.0% |
| Q3 2014 | $43,000 | -8.5% | 637 | -3.6% | 0.00% | 0.0% |
| Q2 2014 | $47,000 | -28.8% | 661 | -20.9% | 0.00% | -50.0% |
| Q1 2014 | $66,000 | +34.7% | 836 | +32.9% | 0.00% | 0.0% |
| Q4 2013 | $49,000 | +157.9% | 629 | +175.9% | 0.00% | +100.0% |
| Q3 2013 | $19,000 | +1800.0% | 228 | +3157.1% | 0.00% | – |
| Q2 2013 | $1,000 | – | 7 | – | 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% |