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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,587 | -6.3% | 62 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $13,428 | +3.3% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -13.3% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -11.8% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $17,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | +6.2% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $16,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +14.3% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +40.0% | 62 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $10,000 | +11.1% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +28.6% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -22.2% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | +12.5% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -12.5% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | +33.3% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | +20.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | – | 62 | – | 0.00% | – |
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% |