MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $392,140 | -3.4% | 2,000 | 0.0% | 0.11% | -5.8% |
| Q1 2023 | $406,060 | -6.3% | 2,000 | 0.0% | 0.12% | -18.2% |
| Q4 2022 | $433,180 | +1.9% | 2,000 | 0.0% | 0.15% | -7.5% |
| Q3 2022 | $425,000 | -12.2% | 2,000 | 0.0% | 0.16% | +35.6% |
| Q2 2022 | $484,000 | -11.4% | 2,000 | 0.0% | 0.12% | 0.0% |
| Q1 2022 | $546,000 | -20.2% | 2,000 | 0.0% | 0.12% | -11.3% |
| Q4 2021 | $684,000 | +32.0% | 2,000 | 0.0% | 0.13% | +24.3% |
| Q3 2021 | $518,000 | +0.8% | 2,000 | 0.0% | 0.11% | +1.9% |
| Q2 2021 | $514,000 | +14.2% | 2,000 | 0.0% | 0.10% | +6.1% |
| Q1 2021 | $450,000 | -2.8% | 2,000 | 0.0% | 0.10% | +1.0% |
| Q4 2020 | $463,000 | +44.2% | 2,000 | 0.0% | 0.10% | -1.0% |
| Q3 2020 | $321,000 | +13.8% | 2,000 | 0.0% | 0.10% | +20.7% |
| Q2 2020 | $282,000 | +21.6% | 2,000 | 0.0% | 0.08% | -44.6% |
| Q1 2020 | $232,000 | -23.4% | 2,000 | 0.0% | 0.15% | +146.7% |
| Q4 2019 | $303,000 | +3.8% | 2,000 | 0.0% | 0.06% | -18.9% |
| Q3 2019 | $292,000 | -49.6% | 2,000 | -50.0% | 0.07% | +80.5% |
| Q2 2019 | $579,000 | +14.9% | 4,000 | 0.0% | 0.04% | -24.1% |
| Q1 2019 | $504,000 | – | 4,000 | – | 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% |