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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $228,000 | +9.1% | 887 | -4.6% | 0.00% | 0.0% |
| Q1 2021 | $209,000 | -2.8% | 930 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $215,000 | +2971.4% | 930 | +1123.7% | 0.01% | – |
| Q4 2017 | $7,000 | +16.7% | 76 | 0.0% | 0.00% | – |
| Q3 2017 | $6,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q2 2017 | $6,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q1 2017 | $6,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q4 2016 | $6,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q3 2016 | $6,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q2 2016 | $6,000 | -14.3% | 76 | 0.0% | 0.00% | – |
| Q1 2016 | $7,000 | -86.3% | 76 | -88.1% | 0.00% | -100.0% |
| Q4 2015 | $51,000 | -1.9% | 637 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $52,000 | 0.0% | 637 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $52,000 | +10.6% | 637 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $47,000 | -2.1% | 637 | -14.4% | 0.00% | 0.0% |
| Q4 2014 | $48,000 | -68.4% | 744 | -66.8% | 0.00% | -75.0% |
| Q3 2014 | $152,000 | +32.2% | 2,243 | +39.3% | 0.01% | +33.3% |
| Q2 2014 | $115,000 | -13.5% | 1,610 | -5.1% | 0.01% | -14.3% |
| Q1 2014 | $133,000 | +19.8% | 1,696 | +17.4% | 0.01% | +16.7% |
| Q4 2013 | $111,000 | -24.5% | 1,445 | -22.5% | 0.01% | -25.0% |
| Q3 2013 | $147,000 | +2.1% | 1,865 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $144,000 | – | 1,865 | – | 0.01% | – |
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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% |