MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 302 filers reported holding MORNINGSTAR INC in Q4 2020. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $772 | +18.0% | 3,294 | -1.2% | 0.00% | +50.0% |
| Q2 2023 | $654 | +13.7% | 3,335 | +17.8% | 0.00% | 0.0% |
| Q1 2023 | $575 | -7.3% | 2,832 | -1.0% | 0.00% | 0.0% |
| Q4 2022 | $620 | -99.9% | 2,862 | -0.9% | 0.00% | -33.3% |
| Q3 2022 | $613,000 | +23.6% | 2,889 | +41.0% | 0.00% | +50.0% |
| Q2 2022 | $496,000 | -2.0% | 2,049 | +10.7% | 0.00% | 0.0% |
| Q1 2022 | $506,000 | -21.3% | 1,851 | -1.6% | 0.00% | 0.0% |
| Q4 2021 | $643,000 | +32.3% | 1,881 | +0.3% | 0.00% | 0.0% |
| Q3 2021 | $486,000 | -1.6% | 1,875 | -2.3% | 0.00% | 0.0% |
| Q2 2021 | $494,000 | +13.8% | 1,920 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $434,000 | +4.6% | 1,929 | +7.8% | 0.00% | 0.0% |
| Q4 2020 | $415,000 | +18.9% | 1,790 | -17.6% | 0.00% | 0.0% |
| Q3 2020 | $349,000 | +16.7% | 2,173 | +2.5% | 0.00% | 0.0% |
| Q2 2020 | $299,000 | +16.8% | 2,121 | -3.6% | 0.00% | 0.0% |
| Q1 2020 | $256,000 | – | 2,201 | – | 0.00% | – |
Download | ||||||
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% |