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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $331,000 | -7.5% | 2,286 | -19.6% | 0.17% | -9.5% |
| Q1 2019 | $358,000 | -24.3% | 2,844 | -34.0% | 0.19% | -34.9% |
| Q4 2018 | $473,000 | -11.9% | 4,309 | +1.0% | 0.29% | +18.7% |
| Q3 2018 | $537,000 | -52.3% | 4,265 | -51.4% | 0.25% | -48.9% |
| Q2 2018 | $1,125,000 | -24.3% | 8,773 | -43.7% | 0.48% | -9.6% |
| Q1 2018 | $1,487,000 | -6.4% | 15,571 | -5.0% | 0.53% | -1.3% |
| Q4 2017 | $1,589,000 | -15.3% | 16,384 | -25.8% | 0.54% | -11.3% |
| Q3 2017 | $1,876,000 | +6.6% | 22,070 | -1.8% | 0.61% | +11.4% |
| Q2 2017 | $1,760,000 | -5.5% | 22,466 | -5.2% | 0.55% | -5.7% |
| Q1 2017 | $1,863,000 | +19.2% | 23,699 | +11.6% | 0.58% | +22.4% |
| Q4 2016 | $1,563,000 | -12.0% | 21,243 | -5.2% | 0.47% | -14.6% |
| Q3 2016 | $1,777,000 | +15.6% | 22,418 | +19.3% | 0.55% | +3.6% |
| Q2 2016 | $1,537,000 | +44.6% | 18,797 | +56.1% | 0.54% | +27.7% |
| Q1 2016 | $1,063,000 | +114.7% | 12,038 | +95.5% | 0.42% | +52.4% |
| Q4 2015 | $495,000 | – | 6,157 | – | 0.28% | – |
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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% |