MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 170 filers reported holding MORNINGSTAR INC in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 127,326 | $32,737,000 | 10.55% |
| Northern Right Capital Management, L.P. | 61,108 | $15,711,000 | 4.60% |
| Praesidium Investment Management Company, LLC | 235,012 | $60,424,000 | 3.22% |
| Select Equity Group, L.P. | 3,636,995 | $935,107,785,000 | 3.20% |
| CEERA INVESTMENTS, LLC | 13,467 | $3,463,000 | 2.63% |
| Regal Partners Ltd | 78,784 | $20,256,000 | 1.60% |
| Kensington Investment Counsel, LLC | 8,971 | $2,307,000 | 1.58% |
| AMERICAN CAPITAL MANAGEMENT INC | 192,325 | $49,449,000 | 1.38% |
| Yorktown Management & Research Co Inc | 6,400 | $1,646,000 | 1.29% |
| Stanley-Laman Group, Ltd. | 33,594 | $8,637,000 | 1.23% |