MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 147 filers reported holding MORNINGSTAR INC in Q2 2017. The put-call ratio across all filers is 2.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $596,000 | +0.8% | 2,650 | +3.9% | 0.11% | -13.5% |
| Q4 2020 | $591,000 | -26.3% | 2,550 | -75.0% | 0.13% | -33.7% |
| Q1 2017 | $802,000 | +6.9% | 10,200 | 0.0% | 0.19% | +1.6% |
| Q4 2016 | $750,000 | -7.3% | 10,200 | 0.0% | 0.19% | -7.4% |
| Q3 2016 | $809,000 | -3.0% | 10,200 | 0.0% | 0.20% | -11.4% |
| Q2 2016 | $834,000 | -7.3% | 10,200 | 0.0% | 0.23% | -5.4% |
| Q1 2016 | $900,000 | +9.8% | 10,200 | 0.0% | 0.24% | +10.0% |
| Q4 2015 | $820,000 | +338.5% | 10,200 | +325.0% | 0.22% | +852.2% |
| Q4 2013 | $187,000 | – | 2,400 | – | 0.02% | – |
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% |