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 | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $1,080,000 | -4.8% | 16,695 | 0.0% | 0.13% | -6.5% |
| Q3 2014 | $1,134,000 | -18.2% | 16,695 | -13.6% | 0.14% | +21.9% |
| Q2 2014 | $1,387,000 | -9.1% | 19,315 | 0.0% | 0.11% | -6.6% |
| Q1 2014 | $1,526,000 | +1.2% | 19,315 | 0.0% | 0.12% | -6.2% |
| Q4 2013 | $1,508,000 | -1.5% | 19,315 | 0.0% | 0.13% | -9.1% |
| Q3 2013 | $1,531,000 | -88.8% | 19,315 | -89.0% | 0.14% | -89.3% |
| Q2 2013 | $13,630,000 | +17.1% | 175,687 | +5.5% | 1.33% | -10.9% |
| Q1 2013 | $11,644,000 | – | 166,543 | – | 1.50% | – |
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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% |