MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 229 filers reported holding MORNINGSTAR INC in Q3 2018. The put-call ratio across all filers is 0.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $250,000 | -99.1% | 916 | -99.3% | 0.00% | -99.4% |
Q4 2020 | $28,915,000 | +10.8% | 124,865 | -23.2% | 0.31% | -5.2% |
Q3 2020 | $26,098,000 | +19.2% | 162,493 | +4.6% | 0.32% | +9.8% |
Q2 2020 | $21,892,000 | +32.0% | 155,296 | +8.8% | 0.30% | +12.1% |
Q1 2020 | $16,586,000 | -20.9% | 142,672 | +2.9% | 0.26% | +8.2% |
Q4 2019 | $20,972,000 | +5.7% | 138,597 | +2.1% | 0.24% | -2.0% |
Q3 2019 | $19,845,000 | +1.5% | 135,799 | +0.5% | 0.25% | -2.0% |
Q2 2019 | $19,546,000 | +13.4% | 135,137 | -1.2% | 0.25% | +8.1% |
Q1 2019 | $17,238,000 | +15.4% | 136,820 | +0.6% | 0.24% | -1.3% |
Q4 2018 | $14,933,000 | -28.6% | 135,946 | -18.2% | 0.24% | -17.4% |
Q3 2018 | $20,923,000 | -24.7% | 166,187 | -23.3% | 0.29% | -29.2% |
Q2 2018 | $27,770,000 | +31.0% | 216,532 | -2.4% | 0.41% | +26.4% |
Q1 2018 | $21,195,000 | -7.4% | 221,887 | -6.0% | 0.32% | -4.2% |
Q4 2017 | $22,889,000 | +13.2% | 236,040 | -0.8% | 0.34% | +6.7% |
Q3 2017 | $20,218,000 | +8.9% | 237,879 | +0.4% | 0.32% | +5.7% |
Q2 2017 | $18,560,000 | +30.1% | 236,912 | +30.5% | 0.30% | +34.2% |
Q1 2017 | $14,271,000 | -51.2% | 181,565 | -54.3% | 0.22% | -4.3% |
Q4 2016 | $29,256,000 | – | 397,724 | – | 0.23% | – |
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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% |