MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 223 filers reported holding MORNINGSTAR INC in Q4 2018. The put-call ratio across all filers is 5.65 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $353,342,000 | +13.9% | 2,200 | 0.0% | 0.11% | +14.6% |
| Q2 2020 | $310,134,000 | +251.7% | 2,200 | +214.3% | 0.10% | +269.2% |
| Q1 2019 | $88,193,000 | +14.7% | 700 | 0.0% | 0.03% | +4.0% |
| Q4 2018 | $76,888,000 | -23.7% | 700 | -12.5% | 0.02% | -10.7% |
| Q3 2018 | $100,720,000 | +12.2% | 800 | +14.3% | 0.03% | +7.7% |
| Q2 2018 | $89,775,000 | +34.3% | 700 | 0.0% | 0.03% | +36.8% |
| Q1 2018 | $66,864,000 | -1.5% | 700 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $67,879,000 | +14.1% | 700 | 0.0% | 0.02% | +26.7% |
| Q3 2017 | $59,493,000 | +8.5% | 700 | 0.0% | 0.02% | +36.4% |
| Q2 2017 | $54,838,000 | -30.2% | 700 | -30.0% | 0.01% | -26.7% |
| Q1 2017 | $78,600,000 | +1.8% | 1,000 | -4.8% | 0.02% | 0.0% |
| Q4 2016 | $77,238,000 | -68.1% | 1,050 | -65.6% | 0.02% | -64.3% |
| Q3 2016 | $241,774,000 | -38.4% | 3,050 | -36.5% | 0.04% | -38.2% |
| Q2 2016 | $392,544,000 | +5.8% | 4,800 | +14.2% | 0.07% | -1.4% |
| Q1 2016 | $370,999,000 | +15.3% | 4,203 | +5.1% | 0.07% | +25.5% |
| Q4 2015 | $321,640,000 | – | 4,000 | – | 0.06% | – |
Download | ||||||
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% |