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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $160,000 | +26.0% | 790 | +218.5% | 0.00% | – |
| Q3 2022 | $127,000 | -11.8% | 248 | -58.5% | 0.00% | – |
| Q2 2022 | $144,000 | -11.7% | 597 | 0.0% | 0.00% | – |
| Q1 2022 | $163,000 | -20.1% | 597 | 0.0% | 0.00% | – |
| Q4 2021 | $204,000 | +17.9% | 597 | -10.5% | 0.00% | – |
| Q3 2021 | $173,000 | +1.2% | 667 | 0.0% | 0.00% | – |
| Q2 2021 | $171,000 | +14.0% | 667 | 0.0% | 0.00% | – |
| Q1 2021 | $150,000 | -25.4% | 667 | -23.0% | 0.00% | – |
| Q4 2020 | $201,000 | +44.6% | 866 | 0.0% | 0.00% | – |
| Q3 2020 | $139,000 | +13.9% | 866 | 0.0% | 0.00% | – |
| Q2 2020 | $122,000 | +144.0% | 866 | +100.0% | 0.00% | – |
| Q1 2020 | $50,000 | -66.9% | 433 | -56.7% | 0.00% | – |
| Q4 2019 | $151,000 | +3.4% | 1,000 | 0.0% | 0.00% | – |
| Q3 2019 | $146,000 | – | 1,000 | – | 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% |