MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 3 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 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% |