MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 178 filers reported holding MORNINGSTAR INC in Q4 2015. The put-call ratio across all filers is 0.03 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $57,534 | +21.0% | 201 | -1.0% | 0.02% | +13.3% |
| Q3 2023 | $47,551 | +19.5% | 203 | 0.0% | 0.02% | +15.4% |
| Q2 2023 | $39,802 | -3.4% | 203 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $41,205 | -6.3% | 203 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $43,968 | +2.3% | 203 | 0.0% | 0.02% | -5.9% |
| Q3 2022 | $43,000 | -14.0% | 203 | -1.5% | 0.02% | -5.6% |
| Q2 2022 | $50,000 | -10.7% | 206 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $56,000 | -20.0% | 206 | 0.0% | 0.02% | -21.7% |
| Q4 2021 | $70,000 | +29.6% | 206 | -0.5% | 0.02% | +21.1% |
| Q3 2021 | $54,000 | +1.9% | 207 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $53,000 | +15.2% | 207 | +2.0% | 0.02% | +17.6% |
| Q1 2021 | $46,000 | 0.0% | 203 | +2.0% | 0.02% | -5.6% |
| Q4 2020 | $46,000 | +48.4% | 199 | 0.0% | 0.02% | +28.6% |
| Q3 2020 | $31,000 | +10.7% | 199 | 0.0% | 0.01% | +7.7% |
| Q2 2020 | $28,000 | +21.7% | 199 | 0.0% | 0.01% | +8.3% |
| Q1 2020 | $23,000 | -20.7% | 199 | +2.6% | 0.01% | -20.0% |
| Q4 2019 | $29,000 | +3.6% | 194 | 0.0% | 0.02% | +15.4% |
| Q3 2019 | $28,000 | 0.0% | 194 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $28,000 | -44.0% | 194 | -14.2% | 0.01% | +18.2% |
| Q1 2019 | $50,000 | +127.3% | 226 | +10.8% | 0.01% | +10.0% |
| Q4 2018 | $22,000 | -12.0% | 204 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $25,000 | -3.8% | 204 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $26,000 | +36.8% | 204 | 0.0% | 0.01% | +37.5% |
| Q1 2018 | $19,000 | -5.0% | 204 | -3.3% | 0.01% | 0.0% |
| Q4 2017 | $20,000 | +17.6% | 211 | 0.0% | 0.01% | -11.1% |
| Q3 2017 | $17,000 | 0.0% | 211 | -4.5% | 0.01% | 0.0% |
| Q2 2017 | $17,000 | 0.0% | 221 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $17,000 | +6.2% | 221 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $16,000 | -5.9% | 221 | 0.0% | 0.01% | -10.0% |
| Q3 2016 | $17,000 | -5.6% | 221 | 0.0% | 0.01% | -9.1% |
| Q2 2016 | $18,000 | -10.0% | 221 | -4.7% | 0.01% | -8.3% |
| Q1 2016 | $20,000 | +11.1% | 232 | 0.0% | 0.01% | +9.1% |
| Q4 2015 | $18,000 | – | 232 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 127,326 | $32,737,000 | 10.55% |
| Northern Right Capital Management, L.P. | 61,108 | $15,711,000 | 4.60% |
| Praesidium Investment Management Company, LLC | 235,012 | $60,424,000 | 3.22% |
| Select Equity Group, L.P. | 3,636,995 | $935,107,785,000 | 3.20% |
| CEERA INVESTMENTS, LLC | 13,467 | $3,463,000 | 2.63% |
| Regal Partners Ltd | 78,784 | $20,256,000 | 1.60% |
| Kensington Investment Counsel, LLC | 8,971 | $2,307,000 | 1.58% |
| AMERICAN CAPITAL MANAGEMENT INC | 192,325 | $49,449,000 | 1.38% |
| Yorktown Management & Research Co Inc | 6,400 | $1,646,000 | 1.29% |
| Stanley-Laman Group, Ltd. | 33,594 | $8,637,000 | 1.23% |