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 2023 | $1,175,182 | -3.7% | 5,017 | -19.4% | 0.02% | 0.0% |
| Q2 2023 | $1,220,302 | -9.5% | 6,224 | 0.0% | 0.02% | -32.0% |
| Q1 2023 | $1,348,014 | 0.0% | 6,224 | 0.0% | 0.02% | +4.2% |
| Q4 2022 | $1,348,014 | +2.0% | 6,224 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $1,321,000 | -12.2% | 6,224 | 0.0% | 0.03% | -10.0% |
| Q2 2022 | $1,505,000 | -11.5% | 6,224 | 0.0% | 0.03% | -11.8% |
| Q1 2022 | $1,700,000 | -20.4% | 6,224 | -0.3% | 0.03% | -17.1% |
| Q4 2021 | $2,135,000 | +32.4% | 6,243 | +0.3% | 0.04% | +24.2% |
| Q3 2021 | $1,612,000 | +0.8% | 6,224 | 0.0% | 0.03% | -15.4% |
| Q2 2021 | $1,600,000 | +14.2% | 6,224 | 0.0% | 0.04% | -43.5% |
| Q1 2021 | $1,401,000 | -3.0% | 6,224 | -0.3% | 0.07% | -9.2% |
| Q4 2020 | $1,445,000 | +38.5% | 6,242 | -3.9% | 0.08% | -5.0% |
| Q3 2020 | $1,043,000 | +15.1% | 6,496 | +1.1% | 0.08% | -7.0% |
| Q2 2020 | $906,000 | +56.2% | 6,425 | +28.7% | 0.09% | +53.6% |
| Q1 2020 | $580,000 | -25.1% | 4,992 | -2.5% | 0.06% | -24.3% |
| Q4 2019 | $774,000 | +3.5% | 5,118 | 0.0% | 0.07% | -8.6% |
| Q3 2019 | $748,000 | +1.1% | 5,118 | 0.0% | 0.08% | +1.2% |
| Q2 2019 | $740,000 | +14.7% | 5,118 | 0.0% | 0.08% | -1.2% |
| Q1 2019 | $645,000 | +12.0% | 5,118 | -2.4% | 0.08% | -8.0% |
| Q4 2018 | $576,000 | -14.2% | 5,242 | -1.6% | 0.09% | -14.6% |
| Q3 2018 | $671,000 | -13.3% | 5,329 | -11.7% | 0.10% | -17.6% |
| Q2 2018 | $774,000 | +33.9% | 6,036 | -0.2% | 0.12% | +10.6% |
| Q1 2018 | $578,000 | -1.4% | 6,047 | 0.0% | 0.11% | -7.4% |
| Q4 2017 | $586,000 | – | 6,047 | – | 0.12% | – |
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% |