Valeo Financial Advisors, LLC - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q1 2021$5,0000.0%200.0%0.00%
Q4 2020$5,000
+66.7%
200.0%0.00%
Q3 2020$3,000
-70.0%
20
-72.6%
0.00%
-100.0%
Q2 2020$10,000
+100.0%
73
+97.3%
0.00%0.0%
Q1 2020$5,000
+66.7%
37
+85.0%
0.00%
Q4 2019$3,0000.0%200.0%0.00%
Q3 2019$3,0000.0%200.0%0.00%
Q2 2019$3,0000.0%200.0%0.00%
Q1 2019$3,000200.00%
Other shareholders
MORNINGSTAR INC shareholders Q2 2021
NameSharesValueWeighting ↓
Praesidium Investment Management Company, LLC 298,676$64,690,2356.58%
Select Equity Group, L.P. 3,945,781$854,616,7073.21%
CEERA INVESTMENTS, LLC 12,566$2,721,6701.72%
Alamar Capital Management, LLC 7,329$1,587,3961.63%
AMERICAN CAPITAL MANAGEMENT INC 184,448$39,949,5921.56%
Kensington Investment Counsel, LLC 8,913$1,930,4671.52%
Yorktown Management & Research Co Inc 4,700$1,017,9731.24%
Martin Capital Advisors, LLP 4,439$961,4431.08%
Covey Capital Advisors, LLC 3,026$655,4011.07%
2Xideas AG 46,401$10,049,9931.06%
View complete list of MORNINGSTAR INC shareholders