MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 155 filers reported holding MORNINGSTAR INC in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,559,360 | +15.7% | 139,000 | -3.1% | 0.09% | +16.2% |
| Q2 2023 | $28,131,160 | +861.7% | 143,475 | +1240.1% | 0.07% | +1380.0% |
| Q1 2022 | $2,925,000 | -45.9% | 10,706 | -32.3% | 0.01% | -37.5% |
| Q4 2021 | $5,410,000 | +151.0% | 15,818 | +90.2% | 0.01% | +100.0% |
| Q3 2021 | $2,155,000 | -57.7% | 8,318 | -58.1% | 0.00% | -55.6% |
| Q2 2021 | $5,100,000 | +913.9% | 19,837 | +788.0% | 0.01% | +800.0% |
| Q1 2021 | $503,000 | -91.7% | 2,234 | -91.5% | 0.00% | -92.3% |
| Q4 2020 | $6,091,000 | +139.5% | 26,303 | +66.1% | 0.01% | +85.7% |
| Q3 2020 | $2,543,000 | -72.4% | 15,833 | -75.8% | 0.01% | -78.1% |
| Q2 2020 | $9,212,000 | +862.6% | 65,349 | +759.7% | 0.03% | +700.0% |
| Q3 2018 | $957,000 | +71.5% | 7,601 | +32.0% | 0.00% | +33.3% |
| Q4 2017 | $558,000 | +14.1% | 5,760 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $489,000 | +8.4% | 5,760 | 0.0% | 0.00% | +50.0% |
| Q2 2017 | $451,000 | -0.4% | 5,760 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $453,000 | +6.8% | 5,760 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $424,000 | -7.0% | 5,760 | 0.0% | 0.00% | -33.3% |
| Q3 2016 | $456,000 | -3.2% | 5,760 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $471,000 | -7.3% | 5,760 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $508,000 | +9.7% | 5,760 | 0.0% | 0.00% | +50.0% |
| Q4 2015 | $463,000 | +0.2% | 5,760 | 0.0% | 0.00% | -33.3% |
| Q3 2015 | $462,000 | +66.2% | 5,760 | +64.6% | 0.00% | +200.0% |
| Q2 2015 | $278,000 | +16.3% | 3,500 | +9.4% | 0.00% | 0.0% |
| Q1 2015 | $239,000 | – | 3,200 | – | 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% |