MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $269,376 | +19.5% | 1,150 | 0.0% | 0.05% | +22.7% |
| Q2 2023 | $225,481 | -3.4% | 1,150 | 0.0% | 0.04% | -17.0% |
| Q1 2023 | $233,485 | -6.3% | 1,150 | 0.0% | 0.05% | -10.2% |
| Q4 2022 | $249,078 | +2.1% | 1,150 | 0.0% | 0.06% | -16.9% |
| Q3 2022 | $244,000 | -12.2% | 1,150 | 0.0% | 0.07% | +2.9% |
| Q2 2022 | $278,000 | -11.5% | 1,150 | 0.0% | 0.07% | +6.2% |
| Q1 2022 | $314,000 | -20.1% | 1,150 | 0.0% | 0.06% | -12.2% |
| Q4 2021 | $393,000 | +31.9% | 1,150 | 0.0% | 0.07% | +12.1% |
| Q3 2021 | $298,000 | +0.7% | 1,150 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $296,000 | +14.3% | 1,150 | 0.0% | 0.07% | -4.3% |
| Q1 2021 | $259,000 | -10.4% | 1,150 | -8.0% | 0.07% | -23.3% |
| Q4 2020 | $289,000 | +43.8% | 1,250 | 0.0% | 0.09% | +52.5% |
| Q3 2020 | $201,000 | -9.0% | 1,250 | -54.5% | 0.06% | -50.4% |
| Q3 2015 | $221,000 | -16.9% | 2,750 | -17.9% | 0.12% | -9.8% |
| Q2 2015 | $266,000 | -39.3% | 3,350 | -42.7% | 0.13% | -35.9% |
| Q1 2015 | $438,000 | -8.0% | 5,850 | -20.4% | 0.21% | -10.0% |
| Q4 2014 | $476,000 | +3.9% | 7,350 | +8.9% | 0.23% | +1.8% |
| Q3 2014 | $458,000 | – | 6,750 | – | 0.22% | – |
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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% |