MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 302 filers reported holding MORNINGSTAR INC in Q4 2020. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $201,000 | -12.2% | 830 | -1.1% | 0.02% | +5.9% |
| Q1 2022 | $229,000 | -24.4% | 839 | -5.3% | 0.02% | -15.0% |
| Q4 2021 | $303,000 | -27.2% | 886 | -44.8% | 0.02% | -33.3% |
| Q3 2021 | $416,000 | +0.7% | 1,606 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $413,000 | +14.4% | 1,606 | 0.0% | 0.03% | +7.1% |
| Q1 2021 | $361,000 | -21.4% | 1,606 | -19.0% | 0.03% | -26.3% |
| Q4 2020 | $459,000 | +38.7% | 1,982 | -3.7% | 0.04% | +18.8% |
| Q3 2020 | $331,000 | +43.3% | 2,058 | +25.7% | 0.03% | +33.3% |
| Q2 2020 | $231,000 | – | 1,637 | – | 0.02% | – |
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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% |