MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 295 filers reported holding MORNINGSTAR INC in Q2 2021. The put-call ratio across all filers is 0.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $392,140 | -3.4% | 2,000 | 0.0% | 0.11% | -5.8% |
| Q1 2023 | $406,060 | -6.3% | 2,000 | 0.0% | 0.12% | -18.2% |
| Q4 2022 | $433,180 | +1.9% | 2,000 | 0.0% | 0.15% | -7.5% |
| Q3 2022 | $425,000 | -12.2% | 2,000 | 0.0% | 0.16% | +35.6% |
| Q2 2022 | $484,000 | -11.4% | 2,000 | 0.0% | 0.12% | 0.0% |
| Q1 2022 | $546,000 | -20.2% | 2,000 | 0.0% | 0.12% | -11.3% |
| Q4 2021 | $684,000 | +32.0% | 2,000 | 0.0% | 0.13% | +24.3% |
| Q3 2021 | $518,000 | +0.8% | 2,000 | 0.0% | 0.11% | +1.9% |
| Q2 2021 | $514,000 | +14.2% | 2,000 | 0.0% | 0.10% | +6.1% |
| Q1 2021 | $450,000 | -2.8% | 2,000 | 0.0% | 0.10% | +1.0% |
| Q4 2020 | $463,000 | +44.2% | 2,000 | 0.0% | 0.10% | -1.0% |
| Q3 2020 | $321,000 | +13.8% | 2,000 | 0.0% | 0.10% | +20.7% |
| Q2 2020 | $282,000 | +21.6% | 2,000 | 0.0% | 0.08% | -44.6% |
| Q1 2020 | $232,000 | -23.4% | 2,000 | 0.0% | 0.15% | +146.7% |
| Q4 2019 | $303,000 | +3.8% | 2,000 | 0.0% | 0.06% | -18.9% |
| Q3 2019 | $292,000 | -49.6% | 2,000 | -50.0% | 0.07% | +80.5% |
| Q2 2019 | $579,000 | +14.9% | 4,000 | 0.0% | 0.04% | -24.1% |
| Q1 2019 | $504,000 | – | 4,000 | – | 0.05% | – |
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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% |