MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $37,000 | -11.9% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $42,000 | -12.5% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $48,000 | +11.6% | 175 | +40.0% | 0.00% | +100.0% |
| Q4 2021 | $43,000 | -55.7% | 125 | -66.7% | 0.00% | -75.0% |
| Q3 2021 | $97,000 | +1.0% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $96,000 | -9.4% | 375 | -20.2% | 0.00% | -20.0% |
| Q1 2021 | $106,000 | -5.4% | 470 | -3.1% | 0.01% | 0.0% |
| Q4 2020 | $112,000 | +43.6% | 485 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $78,000 | +14.7% | 485 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $68,000 | +21.4% | 485 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $56,000 | -23.3% | 485 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $73,000 | -6.4% | 485 | -9.3% | 0.00% | -20.0% |
| Q3 2019 | $78,000 | +1.3% | 535 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $77,000 | +6.9% | 535 | -7.0% | 0.01% | +25.0% |
| Q1 2019 | $72,000 | +14.3% | 575 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $63,000 | -12.5% | 575 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $72,000 | -57.6% | 575 | -56.6% | 0.00% | -63.6% |
| Q2 2018 | $170,000 | +58.9% | 1,325 | +17.8% | 0.01% | +57.1% |
| Q1 2018 | $107,000 | -1.8% | 1,125 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $109,000 | +13.5% | 1,125 | 0.0% | 0.01% | +16.7% |
| Q3 2017 | $96,000 | – | 1,125 | – | 0.01% | – |
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% |