MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 135 filers reported holding MORNINGSTAR INC in Q3 2014. The put-call ratio across all filers is 1.12 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $763 | -99.9% | 3,523 | 0.0% | 0.10% | -2.0% |
| Q3 2022 | $748,000 | -12.2% | 3,523 | -0.0% | 0.10% | -7.3% |
| Q2 2022 | $852,000 | -11.5% | 3,524 | 0.0% | 0.11% | +4.8% |
| Q1 2022 | $963,000 | -20.5% | 3,524 | -0.6% | 0.10% | -14.0% |
| Q4 2021 | $1,212,000 | +20.5% | 3,544 | -8.8% | 0.12% | +17.5% |
| Q3 2021 | $1,006,000 | -9.9% | 3,884 | -72.7% | 0.10% | +56.1% |
| Q2 2017 | $1,116,000 | +16.5% | 14,240 | +16.8% | 0.07% | +11.9% |
| Q1 2017 | $958,000 | +4.7% | 12,190 | -2.0% | 0.06% | 0.0% |
| Q4 2016 | $915,000 | +8.0% | 12,440 | +16.4% | 0.06% | +3.5% |
| Q3 2016 | $847,000 | +138.6% | 10,690 | +146.3% | 0.06% | +111.1% |
| Q2 2016 | $355,000 | -7.3% | 4,340 | 0.0% | 0.03% | -10.0% |
| Q1 2016 | $383,000 | +7.9% | 4,340 | -1.6% | 0.03% | +3.4% |
| Q4 2015 | $355,000 | +19.1% | 4,410 | +18.9% | 0.03% | +3.6% |
| Q3 2015 | $298,000 | +23.1% | 3,710 | +22.0% | 0.03% | +27.3% |
| Q2 2015 | $242,000 | -63.8% | 3,040 | -69.1% | 0.02% | -67.6% |
| Q3 2014 | $668,000 | +2.9% | 9,840 | +8.8% | 0.07% | +4.6% |
| Q2 2014 | $649,000 | -22.8% | 9,040 | -15.0% | 0.06% | -27.0% |
| Q1 2014 | $841,000 | -8.0% | 10,640 | -9.1% | 0.09% | -9.2% |
| Q4 2013 | $914,000 | -28.4% | 11,700 | -27.3% | 0.10% | -27.9% |
| Q3 2013 | $1,276,000 | -4.3% | 16,100 | -6.4% | 0.14% | -4.2% |
| Q2 2013 | $1,334,000 | – | 17,200 | – | 0.14% | – |
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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% |