MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 232 filers reported holding MORNINGSTAR INC in Q2 2019. The put-call ratio across all filers is 0.16 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,230,519 | +43.5% | 99,174 | +20.1% | 0.01% | +33.3% |
| Q2 2023 | $16,184,990 | +94715.4% | 82,547 | -1.8% | 0.01% | 0.0% |
| Q1 2023 | $17,070 | -7.6% | 84,075 | -1.4% | 0.01% | -14.3% |
| Q4 2022 | $18,469 | -99.9% | 85,273 | -6.3% | 0.01% | -12.5% |
| Q3 2022 | $19,322,000 | -13.4% | 91,005 | -1.3% | 0.01% | -11.1% |
| Q2 2022 | $22,304,000 | -20.7% | 92,230 | -7.9% | 0.01% | 0.0% |
| Q1 2022 | $28,131,000 | -21.8% | 100,104 | -4.8% | 0.01% | -18.2% |
| Q4 2021 | $35,956,000 | +20.7% | 105,136 | -8.6% | 0.01% | +22.2% |
| Q3 2021 | $29,782,000 | -28.4% | 114,973 | -29.0% | 0.01% | -25.0% |
| Q2 2021 | $41,612,000 | +28.4% | 161,843 | +12.4% | 0.01% | +20.0% |
| Q1 2021 | $32,402,000 | -1.9% | 143,982 | +1.0% | 0.01% | -9.1% |
| Q4 2020 | $33,026,000 | +48.3% | 142,621 | +2.9% | 0.01% | +22.2% |
| Q3 2020 | $22,263,000 | +11.5% | 138,614 | -2.2% | 0.01% | +12.5% |
| Q2 2020 | $19,971,000 | +59.7% | 141,671 | +31.7% | 0.01% | +33.3% |
| Q1 2020 | $12,503,000 | -28.0% | 107,555 | -6.3% | 0.01% | -14.3% |
| Q4 2019 | $17,370,000 | -5.7% | 114,794 | -8.9% | 0.01% | 0.0% |
| Q3 2019 | $18,418,000 | +13.5% | 126,032 | +12.4% | 0.01% | +16.7% |
| Q2 2019 | $16,225,000 | – | 112,176 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 127,326 | $32,737,000 | 10.55% |
| Northern Right Capital Management, L.P. | 61,108 | $15,711,000 | 4.60% |
| Praesidium Investment Management Company, LLC | 235,012 | $60,424,000 | 3.22% |
| Select Equity Group, L.P. | 3,636,995 | $935,107,785,000 | 3.20% |
| CEERA INVESTMENTS, LLC | 13,467 | $3,463,000 | 2.63% |
| Regal Partners Ltd | 78,784 | $20,256,000 | 1.60% |
| Kensington Investment Counsel, LLC | 8,971 | $2,307,000 | 1.58% |
| AMERICAN CAPITAL MANAGEMENT INC | 192,325 | $49,449,000 | 1.38% |
| Yorktown Management & Research Co Inc | 6,400 | $1,646,000 | 1.29% |
| Stanley-Laman Group, Ltd. | 33,594 | $8,637,000 | 1.23% |