MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 172 filers reported holding MORNINGSTAR INC in Q4 2016. The put-call ratio across all filers is 0.22 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $788,000 | 0.0% | 10,715 | +7.8% | 0.00% | 0.0% |
| Q3 2016 | $788,000 | +0.1% | 9,938 | +3.2% | 0.00% | 0.0% |
| Q2 2016 | $787,000 | -1.3% | 9,627 | +6.7% | 0.00% | 0.0% |
| Q1 2016 | $797,000 | +6.6% | 9,025 | -3.0% | 0.00% | 0.0% |
| Q4 2015 | $748,000 | +112.5% | 9,301 | +112.3% | 0.00% | – |
| Q3 2015 | $352,000 | +51.1% | 4,382 | +49.8% | 0.00% | – |
| Q2 2015 | $233,000 | -36.7% | 2,925 | -40.5% | 0.00% | – |
| Q1 2015 | $368,000 | +94.7% | 4,917 | +68.1% | 0.00% | – |
| Q4 2014 | $189,000 | -9.6% | 2,925 | -4.9% | 0.00% | – |
| Q3 2014 | $209,000 | -12.6% | 3,077 | -7.4% | 0.00% | – |
| Q2 2014 | $239,000 | -9.1% | 3,324 | 0.0% | 0.00% | – |
| Q1 2014 | $263,000 | +6.5% | 3,324 | +5.1% | 0.00% | – |
| Q4 2013 | $247,000 | +6.5% | 3,162 | +7.8% | 0.00% | – |
| Q3 2013 | $232,000 | -4.1% | 2,932 | -6.1% | 0.00% | – |
| Q2 2013 | $242,000 | – | 3,124 | – | 0.00% | – |
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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% |