MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 251 filers reported holding MORNINGSTAR INC in Q2 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $83,000 | +538.5% | 395 | +887.5% | 0.00% | – |
| Q4 2021 | $13,000 | -78.3% | 40 | -83.2% | 0.00% | – |
| Q3 2021 | $60,000 | -1.6% | 238 | 0.0% | 0.00% | – |
| Q2 2021 | $61,000 | -41.3% | 238 | -48.8% | 0.00% | – |
| Q1 2021 | $104,000 | +60.0% | 465 | +0.6% | 0.00% | – |
| Q2 2020 | $65,000 | +35.4% | 462 | +10.5% | 0.00% | – |
| Q1 2020 | $48,000 | +166.7% | 418 | +190.3% | 0.00% | – |
| Q1 2019 | $18,000 | -5.3% | 144 | -5.9% | 0.00% | – |
| Q3 2018 | $19,000 | +533.3% | 153 | +427.6% | 0.00% | – |
| Q2 2018 | $3,000 | -96.5% | 29 | -96.8% | 0.00% | -100.0% |
| Q1 2018 | $85,000 | +102.4% | 894 | +54.9% | 0.00% | +33.3% |
| Q4 2016 | $42,000 | +740.0% | 577 | +712.7% | 0.00% | – |
| Q2 2016 | $5,000 | -16.7% | 71 | 0.0% | 0.00% | – |
| Q1 2016 | $6,000 | -25.0% | 71 | -29.0% | 0.00% | -100.0% |
| Q4 2015 | $8,000 | – | 100 | +1011.1% | 0.00% | – |
| Q1 2015 | $0 | – | 9 | – | 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% |