MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 318 filers reported holding MORNINGSTAR INC in Q4 2022. The put-call ratio across all filers is 2.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $329,107 | -20.6% | 1,405 | -26.6% | 0.00% | 0.0% |
| Q4 2022 | $414,553 | +16.1% | 1,914 | +13.7% | 0.00% | 0.0% |
| Q3 2022 | $357,000 | -11.2% | 1,683 | +1.1% | 0.00% | 0.0% |
| Q2 2022 | $402,000 | -27.0% | 1,664 | -17.5% | 0.00% | 0.0% |
| Q1 2022 | $551,000 | -20.9% | 2,017 | -1.1% | 0.00% | 0.0% |
| Q4 2021 | $697,000 | +32.5% | 2,039 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $526,000 | +10.5% | 2,030 | +9.6% | 0.00% | 0.0% |
| Q2 2021 | $476,000 | +19.3% | 1,852 | +4.5% | 0.00% | 0.0% |
| Q1 2021 | $399,000 | +19.5% | 1,773 | +22.9% | 0.00% | 0.0% |
| Q4 2020 | $334,000 | +44.0% | 1,443 | -0.3% | 0.00% | 0.0% |
| Q3 2020 | $232,000 | +12.6% | 1,447 | -0.9% | 0.00% | 0.0% |
| Q2 2020 | $206,000 | -41.5% | 1,460 | -37.2% | 0.00% | -50.0% |
| Q4 2019 | $352,000 | +0.3% | 2,325 | -3.2% | 0.00% | 0.0% |
| Q3 2019 | $351,000 | +6.0% | 2,403 | +4.9% | 0.00% | 0.0% |
| Q2 2019 | $331,000 | +12.6% | 2,290 | -1.9% | 0.00% | 0.0% |
| Q1 2019 | $294,000 | +17.6% | 2,335 | +2.4% | 0.00% | 0.0% |
| Q4 2018 | $250,000 | -16.7% | 2,280 | -4.2% | 0.00% | 0.0% |
| Q3 2018 | $300,000 | – | 2,381 | – | 0.00% | – |
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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% |