MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 269 filers reported holding MORNINGSTAR INC in Q3 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $1,017,973 | +2.0% | 4,700 | 0.0% | 1.24% | -3.8% |
Q3 2022 | $998,000 | -12.2% | 4,700 | 0.0% | 1.29% | -11.7% |
Q2 2022 | $1,137,000 | -36.0% | 4,700 | -27.7% | 1.47% | -2.7% |
Q1 2022 | $1,776,000 | -24.7% | 6,500 | -5.8% | 1.51% | -5.5% |
Q4 2021 | $2,360,000 | +32.1% | 6,900 | 0.0% | 1.59% | +18.6% |
Q3 2021 | $1,787,000 | +8.6% | 6,900 | +7.8% | 1.34% | +4.1% |
Q2 2021 | $1,646,000 | +21.9% | 6,400 | +6.7% | 1.29% | +15.2% |
Q1 2021 | $1,350,000 | -2.8% | 6,000 | 0.0% | 1.12% | -10.3% |
Q4 2020 | $1,389,000 | +44.1% | 6,000 | 0.0% | 1.25% | +38.7% |
Q3 2020 | $964,000 | +36.7% | 6,000 | +20.0% | 0.90% | +42.6% |
Q2 2020 | $705,000 | -8.1% | 5,000 | -24.2% | 0.63% | -18.6% |
Q1 2020 | $767,000 | -23.2% | 6,600 | 0.0% | 0.78% | +44.5% |
Q4 2019 | $999,000 | +9.7% | 6,600 | +5.9% | 0.54% | +9.4% |
Q3 2019 | $911,000 | +1.0% | 6,233 | 0.0% | 0.49% | +44.4% |
Q2 2019 | $902,000 | +22.7% | 6,233 | +6.9% | 0.34% | +43.5% |
Q1 2019 | $735,000 | +14.7% | 5,833 | 0.0% | 0.24% | +11.8% |
Q4 2018 | $641,000 | -7.2% | 5,833 | +6.3% | 0.21% | +5.0% |
Q3 2018 | $691,000 | +7.8% | 5,487 | +9.7% | 0.20% | +8.6% |
Q2 2018 | $641,000 | -11.5% | 5,001 | -34.0% | 0.19% | -13.1% |
Q1 2018 | $724,000 | -1.5% | 7,575 | 0.0% | 0.21% | +0.9% |
Q4 2017 | $735,000 | – | 7,575 | – | 0.21% | – |
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% |