MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,362,281 | +2.1% | 14,354 | -14.5% | 0.63% | +14.0% |
| Q2 2023 | $3,292,015 | -3.4% | 16,790 | 0.0% | 0.56% | +1.3% |
| Q1 2023 | $3,408,874 | -1.0% | 16,790 | +5.7% | 0.55% | +8.3% |
| Q4 2022 | $3,441,615 | +7.4% | 15,890 | +5.3% | 0.51% | -9.8% |
| Q3 2022 | $3,205,000 | -2.5% | 15,095 | +11.0% | 0.56% | -3.8% |
| Q2 2022 | $3,288,000 | +16.9% | 13,598 | +32.0% | 0.58% | +27.2% |
| Q1 2022 | $2,813,000 | -20.0% | 10,299 | +0.2% | 0.46% | -8.9% |
| Q4 2021 | $3,516,000 | +32.0% | 10,281 | 0.0% | 0.50% | +14.8% |
| Q3 2021 | $2,663,000 | +4.4% | 10,281 | +3.7% | 0.44% | +8.1% |
| Q2 2021 | $2,550,000 | – | 9,918 | – | 0.41% | – |
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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% |