MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 316 filers reported holding MORNINGSTAR INC in Q3 2021. The put-call ratio across all filers is 1.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,549 | +50.0% | 15,157 | +25.6% | 0.04% | +60.7% |
| Q2 2023 | $2,366 | -3.4% | 12,072 | 0.0% | 0.03% | -3.4% |
| Q1 2023 | $2,450 | -6.3% | 12,072 | 0.0% | 0.03% | -12.1% |
| Q4 2022 | $2,614 | -99.9% | 12,072 | +6.2% | 0.03% | +3.1% |
| Q3 2022 | $2,413,000 | -11.6% | 11,368 | +0.6% | 0.03% | -3.0% |
| Q2 2022 | $2,731,000 | -11.8% | 11,297 | -0.3% | 0.03% | 0.0% |
| Q1 2022 | $3,096,000 | -21.1% | 11,336 | -1.3% | 0.03% | -13.2% |
| Q4 2021 | $3,926,000 | +29.3% | 11,481 | -2.0% | 0.04% | +22.6% |
| Q3 2021 | $3,036,000 | +1.8% | 11,721 | +1.0% | 0.03% | +3.3% |
| Q2 2021 | $2,983,000 | +42.3% | 11,603 | +24.5% | 0.03% | +30.4% |
| Q1 2021 | $2,097,000 | +460.7% | 9,319 | +476.0% | 0.02% | +475.0% |
| Q4 2020 | $374,000 | +22.2% | 1,618 | -23.7% | 0.00% | -20.0% |
| Q2 2019 | $306,000 | +14.6% | 2,120 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $267,000 | +8.5% | 2,120 | -5.4% | 0.01% | 0.0% |
| Q4 2018 | $246,000 | -12.1% | 2,240 | +0.7% | 0.01% | 0.0% |
| Q3 2018 | $280,000 | +1.1% | 2,224 | +3.0% | 0.01% | 0.0% |
| Q2 2018 | $277,000 | +69.9% | 2,160 | +25.6% | 0.01% | +66.7% |
| Q1 2018 | $163,000 | +29.4% | 1,720 | +32.3% | 0.00% | 0.0% |
| Q4 2017 | $126,000 | – | 1,300 | – | 0.00% | – |
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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% |