MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $18,808,000 | +18.8% | 54,997 | -10.0% | 5.69% | +21.6% |
| Q3 2021 | $15,829,000 | +0.8% | 61,108 | 0.0% | 4.68% | +1.8% |
| Q2 2021 | $15,711,000 | +42.2% | 61,108 | +24.4% | 4.60% | +47.4% |
| Q1 2021 | $11,051,000 | -22.3% | 49,108 | -20.0% | 3.12% | -39.3% |
| Q4 2020 | $14,215,000 | +44.2% | 61,385 | 0.0% | 5.14% | -0.3% |
| Q3 2020 | $9,859,000 | +179.8% | 61,385 | +145.5% | 5.16% | +137.4% |
| Q2 2020 | $3,524,000 | – | 25,000 | – | 2.17% | – |
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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% |