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 | $25,000 | -13.8% | 116 | -3.3% | 0.00% | – |
| Q2 2022 | $29,000 | -67.4% | 120 | -63.3% | 0.00% | -100.0% |
| Q1 2022 | $89,000 | -25.8% | 327 | -6.6% | 0.00% | 0.0% |
| Q4 2021 | $120,000 | +242.9% | 350 | +161.2% | 0.00% | – |
| Q3 2021 | $35,000 | -22.2% | 134 | -23.0% | 0.00% | – |
| Q2 2021 | $45,000 | -70.8% | 174 | -74.6% | 0.00% | -100.0% |
| Q1 2021 | $154,000 | -18.9% | 686 | -16.5% | 0.00% | -50.0% |
| Q4 2020 | $190,000 | +52.0% | 822 | +5.5% | 0.00% | +33.3% |
| Q3 2020 | $125,000 | -15.0% | 779 | -25.5% | 0.00% | -25.0% |
| Q2 2020 | $147,000 | +4800.0% | 1,045 | +3770.4% | 0.00% | – |
| Q1 2020 | $3,000 | -85.0% | 27 | -79.5% | 0.00% | -100.0% |
| Q4 2019 | $20,000 | +17.6% | 132 | +10.9% | 0.00% | 0.0% |
| Q3 2019 | $17,000 | +6.2% | 119 | +5.3% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | +166.7% | 113 | +130.6% | 0.00% | – |
| Q3 2018 | $6,000 | -45.5% | 49 | -84.3% | 0.00% | -100.0% |
| Q2 2018 | $11,000 | +37.5% | 312 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | – | 312 | – | 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% |