MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 178 filers reported holding MORNINGSTAR INC in Q1 2016. The put-call ratio across all filers is 0.07 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 | 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% |