MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 170 filers reported holding MORNINGSTAR INC in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $49,839,000 | +13.4% | 310,310 | -0.4% | 0.34% | +7.6% |
| Q2 2020 | $43,939,000 | +21.7% | 311,690 | +0.4% | 0.32% | -3.1% |
| Q1 2020 | $36,091,000 | -22.2% | 310,460 | +1.2% | 0.32% | -4.1% |
| Q4 2019 | $46,406,000 | +3.7% | 306,695 | +0.2% | 0.34% | -7.9% |
| Q3 2019 | $44,741,000 | +4.3% | 306,150 | +3.2% | 0.37% | +2.2% |
| Q2 2019 | $42,917,000 | +17.6% | 296,715 | +2.4% | 0.36% | +13.2% |
| Q1 2019 | $36,507,000 | +19.0% | 289,765 | +3.8% | 0.32% | +1.9% |
| Q4 2018 | $30,668,000 | -13.2% | 279,205 | -0.5% | 0.31% | -0.3% |
| Q3 2018 | $35,333,000 | -20.2% | 280,640 | -18.7% | 0.31% | -27.0% |
| Q2 2018 | $44,284,000 | +9.8% | 345,295 | -18.2% | 0.43% | -1.6% |
| Q1 2018 | $40,315,000 | +8.4% | 422,055 | +10.0% | 0.44% | +3.6% |
| Q4 2017 | $37,201,000 | +15.8% | 383,630 | +1.5% | 0.42% | +11.1% |
| Q3 2017 | $32,122,000 | +17.3% | 377,955 | +8.1% | 0.38% | +13.1% |
| Q2 2017 | $27,390,000 | +20.5% | 349,625 | +20.9% | 0.34% | +12.0% |
| Q1 2017 | $22,737,000 | +226.4% | 289,280 | +205.5% | 0.30% | +211.5% |
| Q4 2016 | $6,966,000 | -62.5% | 94,700 | -60.4% | 0.10% | -74.4% |
| Q2 2013 | $18,568,000 | -61.9% | 239,335 | -65.7% | 0.38% | -63.9% |
| Q1 2013 | $48,775,000 | – | 697,580 | – | 1.04% | – |
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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% |