MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 140 filers reported holding MORNINGSTAR INC in Q2 2014. The put-call ratio across all filers is 1.86 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,376,000 | +4.0% | 27,961 | -4.1% | 0.01% | 0.0% |
| Q2 2017 | $2,284,000 | +27.2% | 29,161 | +27.6% | 0.01% | +28.6% |
| Q1 2017 | $1,796,000 | -0.9% | 22,851 | -7.3% | 0.01% | -12.5% |
| Q4 2016 | $1,813,000 | -10.8% | 24,643 | -3.8% | 0.01% | 0.0% |
| Q3 2016 | $2,032,000 | -7.4% | 25,628 | -4.5% | 0.01% | -11.1% |
| Q2 2016 | $2,195,000 | -7.3% | 26,835 | 0.0% | 0.01% | -10.0% |
| Q1 2016 | $2,369,000 | +62.4% | 26,835 | +47.9% | 0.01% | +66.7% |
| Q4 2015 | $1,459,000 | -37.2% | 18,145 | -37.3% | 0.01% | -40.0% |
| Q3 2015 | $2,324,000 | -14.3% | 28,955 | -15.1% | 0.01% | -9.1% |
| Q2 2015 | $2,713,000 | -6.8% | 34,105 | -12.2% | 0.01% | -8.3% |
| Q1 2015 | $2,911,000 | +29.8% | 38,855 | +12.1% | 0.01% | +20.0% |
| Q4 2014 | $2,243,000 | -4.7% | 34,655 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $2,353,000 | +10.1% | 34,655 | +16.5% | 0.01% | +11.1% |
| Q2 2014 | $2,137,000 | – | 29,755 | – | 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% |