MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 155 filers reported holding MORNINGSTAR INC in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $184,000 | +12.2% | 2,507 | +21.2% | 0.00% | 0.0% |
| Q3 2016 | $164,000 | +13.1% | 2,069 | +16.6% | 0.00% | 0.0% |
| Q2 2016 | $145,000 | -1.4% | 1,774 | +6.0% | 0.00% | -20.0% |
| Q1 2016 | $147,000 | +21.5% | 1,673 | +10.8% | 0.01% | +25.0% |
| Q4 2015 | $121,000 | +2.5% | 1,510 | +2.2% | 0.00% | 0.0% |
| Q3 2015 | $118,000 | +0.9% | 1,478 | +0.3% | 0.00% | 0.0% |
| Q2 2015 | $117,000 | +10.4% | 1,473 | +3.2% | 0.00% | +33.3% |
| Q1 2015 | $106,000 | +19.1% | 1,427 | +2.9% | 0.00% | 0.0% |
| Q4 2014 | $89,000 | -5.3% | 1,387 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $94,000 | -42.3% | 1,387 | -39.3% | 0.00% | -50.0% |
| Q2 2014 | $163,000 | -9.4% | 2,284 | -0.5% | 0.01% | 0.0% |
| Q1 2014 | $180,000 | +20.8% | 2,295 | +19.7% | 0.01% | 0.0% |
| Q4 2013 | $149,000 | -6.9% | 1,917 | -5.6% | 0.01% | -14.3% |
| Q3 2013 | $160,000 | +1.9% | 2,031 | -0.3% | 0.01% | -12.5% |
| Q2 2013 | $157,000 | – | 2,037 | – | 0.01% | – |
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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% |