MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 223 filers reported holding MORNINGSTAR INC in Q1 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $421,000 | -13.0% | 1,983 | -0.9% | 0.09% | -9.6% |
| Q2 2022 | $484,000 | -11.5% | 2,001 | 0.0% | 0.10% | +11.8% |
| Q1 2022 | $547,000 | -33.9% | 2,001 | -17.3% | 0.09% | -22.5% |
| Q4 2021 | $828,000 | +31.2% | 2,421 | -0.6% | 0.12% | +26.3% |
| Q3 2021 | $631,000 | -1.3% | 2,435 | -2.1% | 0.10% | -1.0% |
| Q2 2021 | $639,000 | +103.5% | 2,486 | +78.3% | 0.10% | +71.4% |
| Q1 2021 | $314,000 | -2.8% | 1,394 | 0.0% | 0.06% | -3.4% |
| Q4 2020 | $323,000 | +30.8% | 1,394 | -9.2% | 0.06% | +7.4% |
| Q3 2020 | $247,000 | +15.4% | 1,536 | +1.2% | 0.05% | +5.9% |
| Q2 2020 | $214,000 | -20.4% | 1,518 | -14.5% | 0.05% | +18.6% |
| Q4 2019 | $269,000 | -6.6% | 1,776 | -9.9% | 0.04% | -10.4% |
| Q3 2019 | $288,000 | -6.2% | 1,971 | -7.2% | 0.05% | +2.1% |
| Q2 2019 | $307,000 | +11.2% | 2,124 | -3.1% | 0.05% | +9.3% |
| Q1 2019 | $276,000 | +10.4% | 2,192 | -3.6% | 0.04% | 0.0% |
| Q4 2018 | $250,000 | -17.8% | 2,273 | -5.8% | 0.04% | +10.3% |
| Q3 2018 | $304,000 | -5.0% | 2,414 | -3.4% | 0.04% | -13.3% |
| Q2 2018 | $320,000 | +32.2% | 2,499 | -1.5% | 0.04% | +21.6% |
| Q1 2018 | $242,000 | -4.3% | 2,537 | -2.6% | 0.04% | -21.3% |
| Q4 2017 | $253,000 | – | 2,606 | – | 0.05% | – |
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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% |