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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,637 | +19.2% | 28,332 | -0.3% | 0.02% | +17.6% |
| Q2 2023 | $5,570 | -15.9% | 28,408 | -12.9% | 0.02% | -26.1% |
| Q1 2023 | $6,625 | -5.0% | 32,631 | +1.3% | 0.02% | -8.0% |
| Q4 2022 | $6,975 | -99.9% | 32,206 | +5.3% | 0.02% | -3.8% |
| Q3 2022 | $6,495,000 | +27.8% | 30,588 | +45.6% | 0.03% | +36.8% |
| Q2 2022 | $5,082,000 | -13.5% | 21,013 | -2.3% | 0.02% | -5.0% |
| Q1 2022 | $5,873,000 | -29.0% | 21,498 | -11.1% | 0.02% | -28.6% |
| Q4 2021 | $8,269,000 | +34.8% | 24,178 | +2.1% | 0.03% | +21.7% |
| Q3 2021 | $6,135,000 | -35.3% | 23,685 | -35.8% | 0.02% | -32.4% |
| Q2 2021 | $9,484,000 | +14.3% | 36,888 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $8,301,000 | -34.7% | 36,888 | -32.8% | 0.03% | -42.4% |
| Q4 2020 | $12,706,000 | +43.9% | 54,867 | -0.2% | 0.06% | +18.0% |
| Q3 2020 | $8,831,000 | +15.4% | 54,985 | +1.0% | 0.05% | -3.8% |
| Q2 2020 | $7,655,000 | +13.2% | 54,431 | -6.4% | 0.05% | -10.3% |
| Q1 2020 | $6,760,000 | -23.3% | 58,147 | -0.2% | 0.06% | -3.3% |
| Q4 2019 | $8,812,000 | +25.1% | 58,239 | +20.8% | 0.06% | +11.1% |
| Q3 2019 | $7,045,000 | +2.6% | 48,205 | +1.5% | 0.05% | -3.6% |
| Q2 2019 | $6,867,000 | +15.2% | 47,476 | +0.4% | 0.06% | +12.0% |
| Q1 2019 | $5,959,000 | – | 47,294 | – | 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% |