MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 140 filers reported holding MORNINGSTAR INC in Q2 2014. The put-call ratio across all filers is 1.86 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $68,000 | +11.5% | 866 | +4.2% | 0.03% | +44.4% |
| Q4 2016 | $61,000 | -10.3% | 831 | -2.8% | 0.02% | -21.7% |
| Q3 2016 | $68,000 | -2.9% | 855 | 0.0% | 0.02% | -4.2% |
| Q2 2016 | $70,000 | -6.7% | 855 | 0.0% | 0.02% | -11.1% |
| Q1 2016 | $75,000 | +4.2% | 855 | -4.6% | 0.03% | -3.6% |
| Q4 2015 | $72,000 | 0.0% | 896 | 0.0% | 0.03% | +12.0% |
| Q3 2015 | $72,000 | -19.1% | 896 | -20.1% | 0.02% | 0.0% |
| Q2 2015 | $89,000 | +6.0% | 1,121 | 0.0% | 0.02% | +13.6% |
| Q1 2015 | $84,000 | +15.1% | 1,121 | 0.0% | 0.02% | +15.8% |
| Q4 2014 | $73,000 | -17.0% | 1,121 | -13.2% | 0.02% | -9.5% |
| Q3 2014 | $88,000 | +10.0% | 1,291 | +15.2% | 0.02% | +16.7% |
| Q2 2014 | $80,000 | -10.1% | 1,121 | 0.0% | 0.02% | -18.2% |
| Q1 2014 | $89,000 | 0.0% | 1,121 | -1.2% | 0.02% | -21.4% |
| Q4 2013 | $89,000 | -3.3% | 1,135 | -2.6% | 0.03% | -12.5% |
| Q3 2013 | $92,000 | 0.0% | 1,165 | -1.3% | 0.03% | -8.6% |
| Q2 2013 | $92,000 | – | 1,180 | – | 0.04% | – |
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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% |