MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 291 filers reported holding MORNINGSTAR INC in Q2 2023. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $874,757 | +15.1% | 3,734 | -3.6% | 0.00% | -50.0% |
| Q2 2023 | $759,837 | -28.0% | 3,875 | -25.4% | 0.00% | +100.0% |
| Q1 2023 | $1,054,944 | -1.6% | 5,196 | +4.9% | 0.00% | 0.0% |
| Q4 2022 | $1,072,337 | +13.8% | 4,951 | +11.6% | 0.00% | 0.0% |
| Q3 2022 | $942,000 | +4.4% | 4,436 | +18.9% | 0.00% | 0.0% |
| Q2 2022 | $902,000 | +102.7% | 3,731 | +129.2% | 0.00% | +100.0% |
| Q1 2022 | $445,000 | -19.7% | 1,628 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $554,000 | +37.5% | 1,621 | +4.3% | 0.00% | 0.0% |
| Q3 2021 | $403,000 | +4.9% | 1,554 | +4.1% | 0.00% | 0.0% |
| Q2 2021 | $384,000 | +20.0% | 1,493 | +4.9% | 0.00% | 0.0% |
| Q1 2021 | $320,000 | -12.8% | 1,423 | -10.2% | 0.00% | 0.0% |
| Q4 2020 | $367,000 | +48.0% | 1,584 | +2.7% | 0.00% | 0.0% |
| Q3 2020 | $248,000 | – | 1,542 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 127,326 | $32,737,000 | 10.55% |
| Northern Right Capital Management, L.P. | 61,108 | $15,711,000 | 4.60% |
| Praesidium Investment Management Company, LLC | 235,012 | $60,424,000 | 3.22% |
| Select Equity Group, L.P. | 3,636,995 | $935,107,785,000 | 3.20% |
| CEERA INVESTMENTS, LLC | 13,467 | $3,463,000 | 2.63% |
| Regal Partners Ltd | 78,784 | $20,256,000 | 1.60% |
| Kensington Investment Counsel, LLC | 8,971 | $2,307,000 | 1.58% |
| AMERICAN CAPITAL MANAGEMENT INC | 192,325 | $49,449,000 | 1.38% |
| Yorktown Management & Research Co Inc | 6,400 | $1,646,000 | 1.29% |
| Stanley-Laman Group, Ltd. | 33,594 | $8,637,000 | 1.23% |