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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $641,000 | +6.3% | 2,492 | -7.0% | 0.07% | -8.3% |
| Q1 2021 | $603,000 | -34.9% | 2,680 | -33.0% | 0.07% | -34.5% |
| Q4 2020 | $926,000 | -32.5% | 3,999 | -53.2% | 0.11% | -28.1% |
| Q3 2020 | $1,372,000 | +19.8% | 8,542 | +5.1% | 0.15% | +31.9% |
| Q2 2020 | $1,145,000 | +37.6% | 8,125 | +47.8% | 0.12% | -25.2% |
| Q4 2019 | $832,000 | +106.5% | 5,499 | +99.5% | 0.16% | +63.2% |
| Q3 2019 | $403,000 | – | 2,756 | – | 0.10% | – |
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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% |