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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $527,743 | +29.0% | 2,253 | +8.0% | 0.05% | +5.9% |
Q2 2023 | $409,198 | +2.5% | 2,087 | +6.2% | 0.05% | -22.7% |
Q1 2023 | $399,157 | +53.3% | 1,966 | +63.6% | 0.07% | +37.5% |
Q4 2022 | $260,341 | -19.6% | 1,202 | -21.3% | 0.05% | -39.2% |
Q3 2022 | $324,000 | -12.4% | 1,528 | 0.0% | 0.08% | -2.5% |
Q2 2022 | $370,000 | -11.1% | 1,528 | +0.4% | 0.08% | -5.8% |
Q1 2022 | $416,000 | -20.2% | 1,522 | 0.0% | 0.09% | -22.5% |
Q4 2021 | $521,000 | +74.8% | 1,522 | +32.1% | 0.11% | +46.1% |
Q3 2021 | $298,000 | +2.4% | 1,152 | +1.8% | 0.08% | -3.8% |
Q2 2021 | $291,000 | +14.1% | 1,132 | 0.0% | 0.08% | -30.7% |
Q1 2021 | $255,000 | -19.0% | 1,132 | -16.8% | 0.11% | -26.0% |
Q4 2020 | $315,000 | +43.8% | 1,361 | 0.0% | 0.15% | +26.2% |
Q3 2020 | $219,000 | +32.7% | 1,361 | +16.2% | 0.12% | +38.6% |
Q2 2020 | $165,000 | +19.6% | 1,171 | -1.7% | 0.09% | -4.3% |
Q1 2020 | $138,000 | -24.6% | 1,191 | -1.4% | 0.09% | -17.9% |
Q4 2019 | $183,000 | – | 1,208 | – | 0.11% | – |
Download |
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% |