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 | ||||
---|---|---|---|---|---|---|
Q1 2021 | $628,000 | +14.6% | 2,765 | +15.5% | 0.01% | -8.3% |
Q4 2020 | $548,000 | +57.5% | 2,394 | +9.7% | 0.01% | +9.1% |
Q3 2020 | $348,000 | +19.6% | 2,182 | +5.4% | 0.01% | +10.0% |
Q2 2020 | $291,000 | +10.2% | 2,071 | -7.8% | 0.01% | -16.7% |
Q1 2020 | $264,000 | -13.2% | 2,246 | +11.3% | 0.01% | +9.1% |
Q4 2019 | $304,000 | +37.6% | 2,018 | +33.5% | 0.01% | +37.5% |
Q3 2019 | $221,000 | +3.3% | 1,512 | +1.1% | 0.01% | +14.3% |
Q2 2019 | $214,000 | +151.8% | 1,495 | +66.9% | 0.01% | +40.0% |
Q1 2018 | $85,000 | +11.8% | 896 | +14.3% | 0.01% | 0.0% |
Q4 2017 | $76,000 | +33.3% | 784 | +16.7% | 0.01% | 0.0% |
Q3 2017 | $57,000 | +18.8% | 672 | +10.2% | 0.01% | +25.0% |
Q2 2017 | $48,000 | +77.8% | 610 | +78.4% | 0.00% | -80.0% |
Q1 2016 | $27,000 | – | 342 | – | 0.02% | – |
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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% |