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 | $2,824,232 | -70.6% | 12,057 | -75.4% | 0.02% | -71.8% |
| Q2 2023 | $9,607,430 | +221.4% | 49,000 | +255.1% | 0.08% | +358.8% |
| Q4 2022 | $2,988,942 | +75.9% | 13,800 | +72.5% | 0.02% | +112.5% |
| Q3 2022 | $1,699,000 | -81.2% | 8,000 | -75.8% | 0.01% | -75.0% |
| Q1 2022 | $9,042,000 | +190.6% | 33,100 | +263.7% | 0.03% | +190.9% |
| Q4 2021 | $3,112,000 | +32.0% | 9,100 | 0.0% | 0.01% | +37.5% |
| Q3 2021 | $2,357,000 | -51.0% | 9,100 | -51.3% | 0.01% | -61.9% |
| Q2 2021 | $4,808,000 | +66.9% | 18,700 | +46.1% | 0.02% | +133.3% |
| Q1 2021 | $2,881,000 | +155.6% | 12,800 | +41.4% | 0.01% | +28.6% |
| Q1 2019 | $1,127,000 | – | 9,052 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 96,126 | $32,874,000 | 14.56% |
| Northern Right Capital Management, L.P. | 54,997 | $18,808,000 | 5.69% |
| Engle Capital Management, L.P. | 69,609 | $23,806,000 | 4.81% |
| Select Equity Group, L.P. | 4,850,288 | $1,658,750,000 | 4.52% |
| Praesidium Investment Management Company, LLC | 226,512 | $77,465,000 | 4.35% |
| Regal Partners Ltd | 72,810 | $24,900,000 | 2.99% |
| CEERA INVESTMENTS, LLC | 13,217 | $4,520,000 | 2.34% |
| BTG Pactual Global Asset Management Ltd | 8,427 | $2,882,000 | 2.06% |
| Alamar Capital Management, LLC | 8,359 | $2,859,000 | 2.06% |
| Kensington Investment Counsel, LLC | 9,980 | $3,413,000 | 1.99% |