MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 136 filers reported holding MORNINGSTAR INC in Q3 2013. The put-call ratio across all filers is 0.98 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $15,000 | +25.0% | 45 | 0.0% | 0.00% | – |
Q3 2021 | $12,000 | 0.0% | 45 | 0.0% | 0.00% | – |
Q2 2021 | $12,000 | -42.9% | 45 | -52.6% | 0.00% | – |
Q1 2021 | $21,000 | -4.5% | 95 | 0.0% | 0.00% | – |
Q4 2020 | $22,000 | -29.0% | 95 | -51.3% | 0.00% | – |
Q3 2020 | $31,000 | +14.8% | 195 | 0.0% | 0.00% | – |
Q2 2020 | $27,000 | +17.4% | 195 | 0.0% | 0.00% | – |
Q1 2020 | $23,000 | -23.3% | 195 | 0.0% | 0.00% | – |
Q4 2019 | $30,000 | +7.1% | 195 | 0.0% | 0.00% | – |
Q3 2019 | $28,000 | 0.0% | 195 | 0.0% | 0.00% | – |
Q2 2019 | $28,000 | +12.0% | 195 | 0.0% | 0.00% | – |
Q1 2019 | $25,000 | +19.0% | 195 | 0.0% | 0.00% | – |
Q4 2018 | $21,000 | -16.0% | 195 | 0.0% | 0.00% | – |
Q3 2018 | $25,000 | -84.9% | 195 | -84.9% | 0.00% | -100.0% |
Q2 2018 | $166,000 | +33.9% | 1,295 | 0.0% | 0.00% | +100.0% |
Q1 2018 | $124,000 | +85.1% | 1,295 | +86.3% | 0.00% | 0.0% |
Q4 2017 | $67,000 | +13.6% | 695 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $59,000 | +9.3% | 695 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $54,000 | -1.8% | 695 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $55,000 | +7.8% | 695 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $51,000 | -7.3% | 695 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $55,000 | +243.8% | 695 | +256.4% | 0.00% | – |
Q2 2016 | $16,000 | -5.9% | 195 | 0.0% | 0.00% | – |
Q1 2016 | $17,000 | -87.6% | 195 | -88.5% | 0.00% | -100.0% |
Q4 2015 | $137,000 | +0.7% | 1,700 | 0.0% | 0.00% | -25.0% |
Q3 2015 | $136,000 | +466.7% | 1,700 | +466.7% | 0.00% | +300.0% |
Q2 2015 | $24,000 | -82.0% | 300 | -83.8% | 0.00% | -83.3% |
Q2 2014 | $133,000 | -8.9% | 1,850 | 0.0% | 0.01% | -14.3% |
Q1 2014 | $146,000 | +29.2% | 1,850 | +27.6% | 0.01% | +16.7% |
Q4 2013 | $113,000 | -1.7% | 1,450 | 0.0% | 0.01% | -14.3% |
Q3 2013 | $115,000 | +18.6% | 1,450 | +16.0% | 0.01% | 0.0% |
Q2 2013 | $97,000 | – | 1,250 | – | 0.01% | – |
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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% |