MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 172 filers reported holding MORNINGSTAR INC in Q4 2016. The put-call ratio across all filers is 0.22 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $9,181,000 | +20.0% | 72,869 | +4.6% | 0.01% | +16.7% |
| Q4 2018 | $7,650,000 | -57.0% | 69,647 | -50.7% | 0.01% | 0.0% |
| Q3 2018 | $17,792,000 | +105.6% | 141,318 | +109.5% | 0.01% | 0.0% |
| Q2 2018 | $8,652,000 | +34.7% | 67,465 | +0.3% | 0.01% | +50.0% |
| Q1 2018 | $6,423,000 | -5.8% | 67,240 | -4.4% | 0.00% | 0.0% |
| Q4 2017 | $6,819,000 | +8.6% | 70,319 | -4.8% | 0.00% | 0.0% |
| Q3 2017 | $6,279,000 | -11.3% | 73,877 | -18.2% | 0.00% | -20.0% |
| Q2 2017 | $7,075,000 | -3.5% | 90,306 | -3.2% | 0.01% | 0.0% |
| Q1 2017 | $7,333,000 | -0.8% | 93,300 | -7.1% | 0.01% | -16.7% |
| Q4 2016 | $7,391,000 | -11.3% | 100,481 | -4.4% | 0.01% | +20.0% |
| Q3 2016 | $8,334,000 | +2.4% | 105,131 | +5.6% | 0.01% | -16.7% |
| Q2 2016 | $8,140,000 | -13.2% | 99,530 | -6.3% | 0.01% | -14.3% |
| Q1 2016 | $9,379,000 | +9.9% | 106,252 | +0.1% | 0.01% | +16.7% |
| Q4 2015 | $8,531,000 | +3.2% | 106,095 | +3.0% | 0.01% | 0.0% |
| Q3 2015 | $8,264,000 | +1.9% | 102,968 | +1.0% | 0.01% | 0.0% |
| Q2 2015 | $8,106,000 | +3.0% | 101,902 | -3.0% | 0.01% | +20.0% |
| Q1 2015 | $7,868,000 | +39.3% | 105,037 | +20.3% | 0.01% | +25.0% |
| Q4 2014 | $5,648,000 | +17.7% | 87,281 | +23.5% | 0.00% | +33.3% |
| Q3 2014 | $4,800,000 | -7.3% | 70,698 | -2.0% | 0.00% | -25.0% |
| Q2 2014 | $5,180,000 | -12.1% | 72,134 | -3.3% | 0.00% | 0.0% |
| Q1 2014 | $5,893,000 | -2.0% | 74,581 | -3.1% | 0.00% | 0.0% |
| Q4 2013 | $6,013,000 | -3.7% | 77,000 | -2.3% | 0.00% | -20.0% |
| Q3 2013 | $6,247,000 | -8.6% | 78,818 | -10.6% | 0.01% | -16.7% |
| Q2 2013 | $6,837,000 | – | 88,134 | – | 0.01% | – |
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% |