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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $878 | -99.9% | 4,480 | -16.4% | 0.11% | -24.0% |
| Q2 2022 | $1,296,000 | +34.7% | 5,360 | +52.3% | 0.15% | +29.2% |
| Q1 2022 | $962,000 | +84.6% | 3,520 | +52.0% | 0.11% | +91.5% |
| Q1 2021 | $521,000 | -19.1% | 2,316 | -49.3% | 0.06% | -39.2% |
| Q2 2020 | $644,000 | +130.0% | 4,566 | +138.2% | 0.10% | +98.0% |
| Q3 2019 | $280,000 | -45.2% | 1,917 | -58.8% | 0.05% | -44.3% |
| Q4 2018 | $511,000 | -46.1% | 4,657 | -38.2% | 0.09% | -33.3% |
| Q3 2018 | $948,000 | +96.3% | 7,532 | +100.0% | 0.13% | +80.8% |
| Q2 2018 | $483,000 | +25.8% | 3,766 | -23.0% | 0.07% | -18.9% |
| Q1 2017 | $384,000 | -23.7% | 4,888 | -23.0% | 0.09% | -33.3% |
| Q3 2016 | $503,000 | +95.7% | 6,349 | +101.7% | 0.14% | +92.9% |
| Q2 2016 | $257,000 | +0.8% | 3,147 | -2.4% | 0.07% | -76.0% |
| Q1 2014 | $255,000 | -29.4% | 3,224 | -30.3% | 0.29% | -51.1% |
| Q4 2013 | $361,000 | -33.4% | 4,625 | -46.3% | 0.60% | -34.3% |
| Q4 2012 | $542,000 | – | 8,619 | – | 0.91% | – |
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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% |