MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 223 filers reported holding MORNINGSTAR INC in Q4 2018. The put-call ratio across all filers is 5.65 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $236,000 | +0.9% | 1,560 | -2.5% | 0.03% | -5.9% |
| Q3 2019 | $234,000 | +1.3% | 1,600 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $231,000 | -8.3% | 1,600 | -20.0% | 0.03% | -8.1% |
| Q1 2019 | $252,000 | +12.0% | 1,999 | -2.5% | 0.04% | -2.6% |
| Q4 2018 | $225,000 | -12.8% | 2,050 | 0.0% | 0.04% | +2.7% |
| Q3 2018 | $258,000 | -20.4% | 2,050 | -19.0% | 0.04% | -24.5% |
| Q2 2018 | $324,000 | +40.3% | 2,530 | +4.7% | 0.05% | +36.1% |
| Q1 2018 | $231,000 | +5.5% | 2,416 | +6.9% | 0.04% | +5.9% |
| Q4 2017 | $219,000 | 0.0% | 2,260 | -8.9% | 0.03% | -33.3% |
| Q1 2016 | $219,000 | – | 2,480 | – | 0.05% | – |
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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% |