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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $143,355 | +19.5% | 612 | 0.0% | 0.01% | +20.0% |
| Q2 2023 | $119,995 | -3.4% | 612 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $124,254 | -6.3% | 612 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $132,553 | -12.2% | 612 | -14.0% | 0.01% | -20.0% |
| Q3 2022 | $151,000 | -12.2% | 712 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $172,000 | -11.3% | 712 | 0.0% | 0.02% | +6.7% |
| Q1 2022 | $194,000 | -24.5% | 712 | -5.3% | 0.02% | -16.7% |
| Q4 2021 | $257,000 | +65.8% | 752 | +26.0% | 0.02% | +38.5% |
| Q3 2021 | $155,000 | +1.3% | 597 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $153,000 | +29.7% | 597 | +13.7% | 0.01% | +9.1% |
| Q1 2021 | $118,000 | -3.3% | 525 | 0.0% | 0.01% | -15.4% |
| Q4 2020 | $122,000 | +134.6% | 525 | +61.5% | 0.01% | +116.7% |
| Q3 2020 | $52,000 | +13.0% | 325 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $46,000 | +21.1% | 325 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $38,000 | -22.4% | 325 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $49,000 | +4.3% | 325 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $47,000 | +14.6% | 325 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $41,000 | +13.9% | 325 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $36,000 | -12.2% | 325 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $41,000 | -2.4% | 325 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $42,000 | +35.5% | 325 | 0.0% | 0.01% | +25.0% |
| Q1 2018 | $31,000 | -3.1% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $32,000 | +88.2% | 325 | +62.5% | 0.00% | +100.0% |
| Q3 2017 | $17,000 | +6.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $16,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $16,000 | +6.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $15,000 | – | 200 | – | 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% |