MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,342 | +170.4% | 10 | +150.0% | 0.00% | – |
| Q4 2022 | $866 | -56.7% | 4 | -71.4% | 0.00% | – |
| Q3 2022 | $2,000 | -50.0% | 14 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | +100.0% | 14 | +100.0% | 0.00% | – |
| Q1 2022 | $2,000 | -33.3% | 7 | -22.2% | 0.00% | – |
| Q4 2021 | $3,000 | +50.0% | 9 | +28.6% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 7 | -22.2% | 0.00% | – |
| Q2 2021 | $2,000 | -97.1% | 9 | -97.1% | 0.00% | – |
| Q1 2021 | $70,000 | +125.8% | 315 | +26.0% | 0.00% | – |
| Q1 2019 | $31,000 | 0.0% | 250 | -11.0% | 0.00% | – |
| Q4 2018 | $31,000 | -11.4% | 281 | 0.0% | 0.00% | – |
| Q3 2018 | $35,000 | +775.0% | 281 | +473.5% | 0.00% | – |
| Q3 2017 | $4,000 | +100.0% | 49 | +69.0% | 0.00% | – |
| Q4 2016 | $2,000 | -66.7% | 29 | -61.3% | 0.00% | – |
| Q3 2015 | $6,000 | – | 75 | +1400.0% | 0.00% | – |
| Q4 2014 | $0 | – | 5 | – | 0.00% | – |
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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% |