MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 251 filers reported holding MORNINGSTAR INC in Q2 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $284,242 | -6.3% | 1,400 | 0.0% | 0.02% | -5.0% |
| Q4 2022 | $303,226 | +2.1% | 1,400 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $297,000 | -12.4% | 1,400 | 0.0% | 0.02% | -4.5% |
| Q2 2022 | $339,000 | -11.3% | 1,400 | 0.0% | 0.02% | +10.0% |
| Q1 2022 | $382,000 | -20.3% | 1,400 | 0.0% | 0.02% | -16.7% |
| Q4 2021 | $479,000 | +32.0% | 1,400 | 0.0% | 0.02% | +26.3% |
| Q3 2021 | $363,000 | -1.9% | 1,400 | -2.8% | 0.02% | -5.0% |
| Q2 2021 | $370,000 | +14.2% | 1,440 | 0.0% | 0.02% | +11.1% |
| Q1 2021 | $324,000 | -2.7% | 1,440 | 0.0% | 0.02% | -10.0% |
| Q4 2020 | $333,000 | +44.2% | 1,440 | 0.0% | 0.02% | +5.3% |
| Q3 2020 | $231,000 | +13.8% | 1,440 | 0.0% | 0.02% | +5.6% |
| Q2 2020 | $203,000 | -36.4% | 1,440 | -31.8% | 0.02% | -28.0% |
| Q4 2019 | $319,000 | +3.6% | 2,110 | 0.0% | 0.02% | -7.4% |
| Q3 2019 | $308,000 | +1.0% | 2,110 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $305,000 | +14.7% | 2,110 | 0.0% | 0.03% | +8.0% |
| Q1 2019 | $266,000 | +14.7% | 2,110 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $232,000 | -12.8% | 2,110 | 0.0% | 0.02% | +8.7% |
| Q3 2018 | $266,000 | -1.8% | 2,110 | 0.0% | 0.02% | -17.9% |
| Q2 2018 | $271,000 | +34.2% | 2,110 | 0.0% | 0.03% | +33.3% |
| Q1 2018 | $202,000 | -1.5% | 2,110 | 0.0% | 0.02% | +5.0% |
| Q4 2017 | $205,000 | -25.5% | 2,110 | -32.2% | 0.02% | -48.7% |
| Q1 2016 | $275,000 | -17.9% | 3,110 | -25.2% | 0.04% | -20.4% |
| Q4 2015 | $335,000 | -83.6% | 4,160 | -83.7% | 0.05% | -84.7% |
| Q3 2015 | $2,047,000 | +2.4% | 25,500 | +1.5% | 0.32% | +10.0% |
| Q2 2015 | $1,999,000 | -34.2% | 25,125 | -38.1% | 0.29% | -33.9% |
| Q1 2015 | $3,039,000 | +16.6% | 40,566 | +0.7% | 0.44% | +12.2% |
| Q4 2014 | $2,607,000 | – | 40,293 | – | 0.39% | – |
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% |