MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 236 filers reported holding MORNINGSTAR INC in Q1 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,501 | +8.8% | 1,031 | -1.3% | 0.00% | 0.0% |
| Q3 2022 | $222,000 | -17.8% | 1,045 | -6.4% | 0.00% | -20.0% |
| Q2 2022 | $270,000 | +13.9% | 1,116 | +28.6% | 0.01% | +25.0% |
| Q1 2022 | $237,000 | -17.1% | 868 | +3.7% | 0.00% | -20.0% |
| Q4 2021 | $286,000 | +32.4% | 837 | +0.4% | 0.01% | +25.0% |
| Q3 2021 | $216,000 | +9.6% | 834 | +8.9% | 0.00% | 0.0% |
| Q2 2021 | $197,000 | +13.9% | 766 | -0.3% | 0.00% | 0.0% |
| Q1 2021 | $173,000 | -2.3% | 768 | +0.4% | 0.00% | -20.0% |
| Q4 2020 | $177,000 | +121.2% | 765 | +54.5% | 0.01% | +150.0% |
| Q3 2020 | $80,000 | -62.3% | 495 | -66.2% | 0.00% | -60.0% |
| Q2 2019 | $212,000 | -47.3% | 1,466 | -54.2% | 0.01% | -50.0% |
| Q1 2019 | $402,000 | +10.4% | 3,201 | -3.4% | 0.01% | +11.1% |
| Q4 2018 | $364,000 | -15.0% | 3,312 | -2.9% | 0.01% | 0.0% |
| Q3 2018 | $428,000 | +137.8% | 3,412 | +142.5% | 0.01% | +125.0% |
| Q2 2018 | $180,000 | -67.6% | 1,407 | -79.9% | 0.00% | -69.2% |
| Q3 2016 | $555,000 | -42.7% | 7,000 | -40.8% | 0.01% | -48.0% |
| Q2 2016 | $968,000 | -8.9% | 11,831 | -2.3% | 0.02% | -7.4% |
| Q1 2016 | $1,063,000 | +12.7% | 12,108 | +3.2% | 0.03% | +17.4% |
| Q4 2015 | $943,000 | +351.2% | 11,732 | +349.8% | 0.02% | +475.0% |
| Q3 2015 | $209,000 | – | 2,608 | – | 0.00% | – |
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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% |