MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 269 filers reported holding MORNINGSTAR INC in Q3 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $82,303 | +29.2% | 325 | 0.0% | 0.00% | +100.0% |
| Q2 2023 | $63,723 | -29.2% | 325 | -26.6% | 0.00% | -50.0% |
| Q1 2023 | $89,942 | -65.8% | 443 | -60.9% | 0.00% | -60.0% |
| Q4 2020 | $263,000 | -17.8% | 1,134 | -43.0% | 0.01% | -28.6% |
| Q3 2020 | $320,000 | -59.2% | 1,991 | -64.2% | 0.01% | -61.1% |
| Q2 2020 | $784,000 | +15.1% | 5,559 | -5.0% | 0.02% | -10.0% |
| Q1 2020 | $681,000 | -26.1% | 5,854 | -3.9% | 0.02% | -4.8% |
| Q4 2019 | $922,000 | +58.4% | 6,094 | +52.9% | 0.02% | +50.0% |
| Q3 2019 | $582,000 | +27.4% | 3,985 | -23.0% | 0.01% | -17.6% |
| Q1 2016 | $457,000 | – | 5,178 | – | 0.02% | – |
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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% |