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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $269,376 | +19.5% | 1,150 | 0.0% | 0.05% | +22.7% |
| Q2 2023 | $225,481 | -3.4% | 1,150 | 0.0% | 0.04% | -17.0% |
| Q1 2023 | $233,485 | -6.3% | 1,150 | 0.0% | 0.05% | -10.2% |
| Q4 2022 | $249,078 | +2.1% | 1,150 | 0.0% | 0.06% | -16.9% |
| Q3 2022 | $244,000 | -12.2% | 1,150 | 0.0% | 0.07% | +2.9% |
| Q2 2022 | $278,000 | -11.5% | 1,150 | 0.0% | 0.07% | +6.2% |
| Q1 2022 | $314,000 | -20.1% | 1,150 | 0.0% | 0.06% | -12.2% |
| Q4 2021 | $393,000 | +31.9% | 1,150 | 0.0% | 0.07% | +12.1% |
| Q3 2021 | $298,000 | +0.7% | 1,150 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $296,000 | +14.3% | 1,150 | 0.0% | 0.07% | -4.3% |
| Q1 2021 | $259,000 | -10.4% | 1,150 | -8.0% | 0.07% | -23.3% |
| Q4 2020 | $289,000 | +43.8% | 1,250 | 0.0% | 0.09% | +52.5% |
| Q3 2020 | $201,000 | -9.0% | 1,250 | -54.5% | 0.06% | -50.4% |
| Q3 2015 | $221,000 | -16.9% | 2,750 | -17.9% | 0.12% | -9.8% |
| Q2 2015 | $266,000 | -39.3% | 3,350 | -42.7% | 0.13% | -35.9% |
| Q1 2015 | $438,000 | -8.0% | 5,850 | -20.4% | 0.21% | -10.0% |
| Q4 2014 | $476,000 | +3.9% | 7,350 | +8.9% | 0.23% | +1.8% |
| Q3 2014 | $458,000 | – | 6,750 | – | 0.22% | – |
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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% |