MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 239 filers reported holding MORNINGSTAR INC in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $569,437 | +22.9% | 2,431 | +2.9% | 0.00% | 0.0% |
| Q2 2023 | $463,156 | +2.8% | 2,362 | +6.5% | 0.00% | 0.0% |
| Q1 2023 | $450,361 | +2.4% | 2,218 | +9.2% | 0.00% | 0.0% |
| Q4 2022 | $439,937 | +5.2% | 2,031 | +3.3% | 0.00% | 0.0% |
| Q3 2022 | $418,000 | +2.5% | 1,967 | +16.5% | 0.00% | 0.0% |
| Q2 2022 | $408,000 | 0.0% | 1,689 | +13.0% | 0.00% | 0.0% |
| Q1 2022 | $408,000 | -19.0% | 1,495 | +1.4% | 0.00% | 0.0% |
| Q4 2021 | $504,000 | +38.5% | 1,474 | +4.8% | 0.00% | 0.0% |
| Q3 2021 | $364,000 | +1.7% | 1,406 | +0.9% | 0.00% | 0.0% |
| Q2 2021 | $358,000 | +5.9% | 1,394 | -7.1% | 0.00% | 0.0% |
| Q1 2021 | $338,000 | +4.6% | 1,501 | +7.7% | 0.00% | 0.0% |
| Q4 2020 | $323,000 | +41.7% | 1,394 | -1.8% | 0.00% | 0.0% |
| Q3 2020 | $228,000 | +14.0% | 1,420 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $200,000 | -25.4% | 1,420 | -20.0% | 0.00% | 0.0% |
| Q4 2019 | $268,000 | +2.3% | 1,774 | -1.0% | 0.00% | 0.0% |
| Q3 2019 | $262,000 | +3.6% | 1,792 | +2.6% | 0.00% | 0.0% |
| Q2 2019 | $253,000 | +15.0% | 1,747 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $220,000 | +6.3% | 1,747 | -7.3% | 0.00% | 0.0% |
| Q4 2018 | $207,000 | -8.8% | 1,885 | +4.3% | 0.00% | 0.0% |
| Q3 2018 | $227,000 | +4.6% | 1,807 | +6.7% | 0.00% | 0.0% |
| Q2 2018 | $217,000 | +1176.5% | 1,694 | +666.5% | 0.00% | – |
| Q2 2017 | $17,000 | +13.3% | 221 | +19.5% | 0.00% | – |
| Q1 2017 | $15,000 | +87.5% | 185 | +76.2% | 0.00% | – |
| Q4 2016 | $8,000 | 0.0% | 105 | +8.2% | 0.00% | – |
| Q3 2016 | $8,000 | +60.0% | 97 | +51.6% | 0.00% | – |
| Q2 2016 | $5,000 | -73.7% | 64 | -70.4% | 0.00% | – |
| Q1 2016 | $19,000 | +111.1% | 216 | +98.2% | 0.00% | – |
| Q4 2015 | $9,000 | +80.0% | 109 | +70.3% | 0.00% | – |
| Q3 2015 | $5,000 | -81.5% | 64 | -84.4% | 0.00% | – |
| Q4 2014 | $27,000 | -3.6% | 410 | 0.0% | 0.00% | – |
| Q3 2014 | $28,000 | +33.3% | 410 | +37.6% | 0.00% | – |
| Q2 2014 | $21,000 | +23.5% | 298 | +41.9% | 0.00% | – |
| Q1 2014 | $17,000 | +6.2% | 210 | 0.0% | 0.00% | – |
| Q4 2013 | $16,000 | -5.9% | 210 | 0.0% | 0.00% | – |
| Q3 2013 | $17,000 | – | 210 | – | 0.00% | – |
Download | ||||||
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% |