MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 170 filers reported holding MORNINGSTAR INC in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,280 | +19.5% | 125 | 0.0% | 0.00% | – |
| Q2 2023 | $24,509 | -3.4% | 125 | 0.0% | 0.00% | – |
| Q1 2023 | $25,379 | +111.5% | 125 | +123.2% | 0.00% | – |
| Q3 2022 | $12,000 | +1100.0% | 56 | +833.3% | 0.00% | – |
| Q2 2022 | $1,000 | -100.0% | 6 | -100.0% | 0.00% | -100.0% |
| Q4 2020 | $25,281,000 | +44.2% | 109,172 | 0.0% | 0.17% | +34.1% |
| Q3 2020 | $17,534,000 | +350580.0% | 109,172 | +253788.4% | 0.13% | – |
| Q3 2018 | $5,000 | -78.3% | 43 | -81.9% | 0.00% | – |
| Q4 2017 | $23,000 | +15.0% | 238 | 0.0% | 0.00% | – |
| Q3 2017 | $20,000 | +5.3% | 238 | 0.0% | 0.00% | – |
| Q2 2017 | $19,000 | 0.0% | 238 | 0.0% | 0.00% | – |
| Q1 2017 | $19,000 | +5.6% | 238 | 0.0% | 0.00% | – |
| Q4 2016 | $18,000 | -5.3% | 238 | 0.0% | 0.00% | – |
| Q3 2016 | $19,000 | 0.0% | 238 | 0.0% | 0.00% | – |
| Q2 2016 | $19,000 | -74.7% | 238 | -76.2% | 0.00% | – |
| Q1 2015 | $75,000 | -41.9% | 1,000 | -50.0% | 0.00% | -100.0% |
| Q4 2014 | $129,000 | -5.1% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $136,000 | -5.6% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $144,000 | -54.4% | 2,000 | -50.0% | 0.00% | 0.0% |
| Q1 2014 | $316,000 | +1.3% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $312,000 | -1.6% | 4,000 | 0.0% | 0.00% | -50.0% |
| Q3 2013 | $317,000 | +2.3% | 4,000 | 0.0% | 0.00% | +100.0% |
| Q2 2013 | $310,000 | -11.4% | 4,000 | -20.0% | 0.00% | -50.0% |
| Q1 2013 | $350,000 | – | 5,000 | – | 0.00% | – |
Download | ||||||
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% |