MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,994,875 | +3.1% | 29,862 | -13.7% | 0.98% | +1.8% |
| Q2 2023 | $6,782,061 | +10.4% | 34,590 | +14.4% | 0.97% | +4.9% |
| Q1 2023 | $6,141,454 | -6.1% | 30,249 | +0.1% | 0.92% | -11.4% |
| Q4 2022 | $6,543,834 | +2.0% | 30,213 | 0.0% | 1.04% | -4.8% |
| Q3 2022 | $6,415,000 | -11.1% | 30,213 | +1.2% | 1.09% | -4.2% |
| Q2 2022 | $7,217,000 | -4.1% | 29,844 | +8.3% | 1.14% | +14.0% |
| Q1 2022 | $7,528,000 | -13.2% | 27,557 | +8.7% | 1.00% | -16.1% |
| Q4 2021 | $8,671,000 | +34.1% | 25,355 | +1.6% | 1.19% | +12.2% |
| Q3 2021 | $6,465,000 | +29.2% | 24,958 | +28.2% | 1.06% | +29.4% |
| Q2 2021 | $5,004,000 | +25.8% | 19,464 | +10.1% | 0.82% | +14.8% |
| Q1 2021 | $3,977,000 | +57.9% | 17,672 | +62.5% | 0.71% | +42.8% |
| Q4 2020 | $2,518,000 | – | 10,872 | – | 0.50% | – |
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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% |