MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 140 filers reported holding MORNINGSTAR INC in Q2 2014. The put-call ratio across all filers is 1.86 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $8,814,000 | +35.3% | 99,853 | +24.4% | 0.02% | +36.4% |
| Q4 2015 | $6,516,000 | +239.2% | 80,262 | +235.4% | 0.01% | +175.0% |
| Q3 2015 | $1,921,000 | +34.3% | 23,928 | +33.1% | 0.00% | +100.0% |
| Q2 2015 | $1,430,000 | -5.0% | 17,979 | -10.5% | 0.00% | -33.3% |
| Q1 2015 | $1,505,000 | +29.4% | 20,084 | +13.4% | 0.00% | +50.0% |
| Q4 2014 | $1,163,000 | -54.4% | 17,717 | -52.9% | 0.00% | -60.0% |
| Q3 2014 | $2,553,000 | -44.3% | 37,597 | -44.4% | 0.01% | -37.5% |
| Q2 2014 | $4,585,000 | +33.3% | 67,562 | +41.8% | 0.01% | +33.3% |
| Q1 2014 | $3,440,000 | +77.1% | 47,662 | +94.9% | 0.01% | +50.0% |
| Q4 2013 | $1,942,000 | -6.4% | 24,455 | -6.5% | 0.00% | 0.0% |
| Q3 2013 | $2,074,000 | +5.7% | 26,158 | +3.4% | 0.00% | 0.0% |
| Q2 2013 | $1,963,000 | – | 25,303 | – | 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% |