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 2022 | $221,000 | -16.6% | 913 | -5.9% | 0.04% | +5.4% |
| Q1 2022 | $265,000 | -72.6% | 970 | -65.7% | 0.04% | -67.5% |
| Q4 2021 | $967,000 | -89.3% | 2,827 | -91.9% | 0.11% | -90.3% |
| Q3 2021 | $9,044,000 | +4.7% | 34,913 | +3.9% | 1.18% | -4.2% |
| Q2 2021 | $8,637,000 | +17.1% | 33,594 | +2.5% | 1.23% | +0.9% |
| Q1 2021 | $7,373,000 | +1098.9% | 32,761 | +1133.0% | 1.22% | +1016.5% |
| Q4 2020 | $615,000 | +75.7% | 2,657 | +21.9% | 0.11% | +41.6% |
| Q3 2020 | $350,000 | +18.6% | 2,180 | +4.2% | 0.08% | +8.5% |
| Q2 2020 | $295,000 | +25.0% | 2,092 | +3.2% | 0.07% | -1.4% |
| Q1 2020 | $236,000 | -12.9% | 2,027 | +8.3% | 0.07% | +10.8% |
| Q2 2019 | $271,000 | – | 1,872 | – | 0.06% | – |
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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% |