MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $214,000 | -38.7% | 627 | -53.5% | 0.36% | +26.3% |
| Q3 2021 | $349,000 | -66.5% | 1,347 | -66.8% | 0.29% | -44.5% |
| Q2 2021 | $1,043,000 | +0.3% | 4,058 | -12.2% | 0.52% | +19.8% |
| Q1 2021 | $1,040,000 | +14.5% | 4,623 | +17.9% | 0.44% | +37.2% |
| Q4 2020 | $908,000 | -21.0% | 3,920 | -45.2% | 0.32% | -39.4% |
| Q3 2020 | $1,149,000 | +128.0% | 7,151 | +99.9% | 0.52% | +38.4% |
| Q2 2020 | $504,000 | – | 3,577 | – | 0.38% | – |
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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% |