MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q1 2023 | $2 | -71.4% | 11 | -65.6% | 0.00% | – |
| Q4 2022 | $7 | -99.9% | 32 | 0.0% | 0.00% | – |
| Q3 2022 | $7,000 | -12.5% | 32 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | -11.1% | 32 | 0.0% | 0.00% | – |
| Q1 2022 | $9,000 | +28.6% | 32 | +52.4% | 0.00% | – |
| Q4 2021 | $7,000 | +40.0% | 21 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | +66.7% | 21 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | -88.5% | 21 | -88.5% | 0.00% | -100.0% |
| Q2 2020 | $26,000 | +13.0% | 183 | -6.2% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | +53.3% | 195 | +103.1% | 0.00% | +100.0% |
| Q4 2019 | $15,000 | +400.0% | 96 | +357.1% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 21 | -40.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 35 | -22.2% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 45 | +28.6% | 0.00% | -100.0% |
| Q3 2016 | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $3,000 | +50.0% | 35 | +25.0% | 0.00% | – |
| Q1 2016 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q4 2015 | $2,000 | – | 28 | – | 0.00% | – |
Download | ||||||
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% |