MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $27,000 | -12.9% | 245 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $31,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $31,000 | +34.8% | 245 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $23,000 | -4.2% | 245 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $24,000 | +14.3% | 245 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $21,000 | +10.5% | 245 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $19,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $19,000 | +5.6% | 245 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $18,000 | -5.3% | 245 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $19,000 | -5.0% | 245 | 0.0% | 0.00% | -25.0% |
| Q2 2016 | $20,000 | -9.1% | 245 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $22,000 | +10.0% | 245 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $20,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $20,000 | +5.3% | 245 | 0.0% | 0.00% | +33.3% |
| Q2 2015 | $19,000 | +5.6% | 245 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $18,000 | +12.5% | 245 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $16,000 | -5.9% | 245 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $17,000 | -5.6% | 245 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $18,000 | -5.3% | 245 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $19,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $19,000 | – | 245 | – | 0.00% | – |
Download | ||||||
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% |