MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 223 filers reported holding MORNINGSTAR INC in Q1 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,667 | -26.1% | 37 | -50.0% | 0.00% | – |
| Q2 2023 | $11,733 | +162.0% | 74 | +100.0% | 0.00% | – |
| Q1 2023 | $4,478 | +7241.0% | 37 | -89.5% | 0.00% | -100.0% |
| Q4 2022 | $61 | -99.9% | 351 | -3.0% | 0.00% | 0.0% |
| Q3 2022 | $62,000 | 0.0% | 362 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $62,000 | -7.5% | 364 | -10.1% | 0.00% | +100.0% |
| Q1 2022 | $67,000 | +415.4% | 405 | +994.6% | 0.00% | – |
| Q4 2021 | $13,000 | +30.0% | 37 | 0.0% | 0.00% | – |
| Q3 2021 | $10,000 | 0.0% | 37 | -2.6% | 0.00% | – |
| Q2 2021 | $10,000 | +25.0% | 38 | +2.7% | 0.00% | – |
| Q1 2021 | $8,000 | -33.3% | 37 | -24.5% | 0.00% | – |
| Q4 2020 | $12,000 | +50.0% | 49 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | +14.3% | 49 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $7,000 | +40.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -37.5% | 49 | -2.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | +14.3% | 50 | 0.0% | 0.00% | – |
| Q3 2019 | $7,000 | 0.0% | 50 | -7.4% | 0.00% | -100.0% |
| Q1 2019 | $7,000 | -41.7% | 54 | -52.2% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -52.0% | 113 | -42.3% | 0.00% | 0.0% |
| Q3 2018 | $25,000 | +92.3% | 196 | +86.7% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | 0.0% | 105 | -24.5% | 0.00% | 0.0% |
| Q1 2018 | $13,000 | 0.0% | 139 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $13,000 | +30.0% | 139 | +18.8% | 0.00% | – |
| Q3 2017 | $10,000 | +11.1% | 117 | 0.0% | 0.00% | – |
| Q2 2017 | $9,000 | 0.0% | 117 | 0.0% | 0.00% | – |
| Q1 2017 | $9,000 | 0.0% | 117 | -3.3% | 0.00% | – |
| Q4 2016 | $9,000 | -10.0% | 121 | -6.9% | 0.00% | -100.0% |
| Q3 2016 | $10,000 | -9.1% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $11,000 | +57.1% | 130 | +140.7% | 0.00% | 0.0% |
| Q1 2016 | $7,000 | -36.4% | 54 | -60.0% | 0.00% | 0.0% |
| Q4 2015 | $11,000 | – | 135 | – | 0.00% | – |
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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% |