MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,003,659 | +12.0% | 38,416 | -7.0% | 0.04% | +17.6% |
| Q2 2023 | $8,041,748 | -4.1% | 41,293 | -0.9% | 0.03% | -10.5% |
| Q1 2023 | $8,381,449 | -24.8% | 41,685 | -17.9% | 0.04% | -29.6% |
| Q4 2022 | $11,148,965 | +6.7% | 50,788 | +3.4% | 0.05% | +1.9% |
| Q3 2022 | $10,451,000 | -10.4% | 49,106 | +1.7% | 0.05% | -3.6% |
| Q2 2022 | $11,667,000 | -12.6% | 48,303 | -0.0% | 0.06% | +5.8% |
| Q1 2022 | $13,350,000 | +10.8% | 48,327 | +37.6% | 0.05% | +23.8% |
| Q4 2021 | $12,047,000 | +66.1% | 35,131 | +26.7% | 0.04% | +50.0% |
| Q3 2021 | $7,251,000 | +342.1% | 27,737 | +86.1% | 0.03% | +600.0% |
| Q4 2018 | $1,640,000 | -49.4% | 14,906 | -41.9% | 0.00% | -42.9% |
| Q3 2018 | $3,238,000 | -31.8% | 25,664 | -30.8% | 0.01% | -30.0% |
| Q2 2018 | $4,748,000 | – | 37,107 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 73,374 | $17,744,000 | 22.50% |
| Praesidium Investment Management Company, LLC | 297,952 | $72,054,000 | 6.29% |
| Select Equity Group, L.P. | 4,097,822 | $990,976,000 | 3.17% |
| Regal Partners Ltd | 55,640 | $13,455,000 | 2.29% |
| Alamar Capital Management, LLC | 8,229 | $1,990,000 | 2.25% |
| Kensington Investment Counsel, LLC | 8,862 | $2,143,000 | 1.83% |
| CEERA INVESTMENTS, LLC | 13,009 | $3,146,000 | 1.80% |
| Covey Capital Advisors, LLC | 4,823 | $1,166,000 | 1.72% |
| AMERICAN CAPITAL MANAGEMENT INC | 183,683 | $44,420,000 | 1.66% |
| Yorktown Management & Research Co Inc | 4,700 | $1,137,000 | 1.47% |