MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 302 filers reported holding MORNINGSTAR INC in Q4 2020. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,100 | -35.4% | 73 | -45.9% | 0.00% | – |
| Q2 2023 | $26,470 | +83.6% | 135 | +90.1% | 0.00% | – |
| Q1 2023 | $14,416 | -55.6% | 71 | -52.7% | 0.00% | – |
| Q4 2022 | $32,488 | +71.0% | 150 | +70.5% | 0.00% | – |
| Q3 2022 | $19,000 | -26.9% | 88 | -19.3% | 0.00% | – |
| Q2 2022 | $26,000 | +36.8% | 109 | +60.3% | 0.00% | – |
| Q1 2022 | $19,000 | -17.4% | 68 | 0.0% | 0.00% | – |
| Q4 2021 | $23,000 | -11.5% | 68 | -32.7% | 0.00% | – |
| Q3 2021 | $26,000 | +52.9% | 101 | +48.5% | 0.00% | – |
| Q2 2021 | $17,000 | +13.3% | 68 | 0.0% | 0.00% | – |
| Q1 2021 | $15,000 | -6.2% | 68 | 0.0% | 0.00% | – |
| Q4 2020 | $16,000 | +45.5% | 68 | 0.0% | 0.00% | – |
| Q3 2020 | $11,000 | +10.0% | 68 | 0.0% | 0.00% | – |
| Q2 2020 | $10,000 | +25.0% | 68 | 0.0% | 0.00% | – |
| Q1 2020 | $8,000 | – | 68 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 73,374 | $17,744,000 | 22.50% |
| Praesidium Investment Management Company, LLC | 297,952 | $72,054,000 | 6.29% |
| Select Equity Group, L.P. | 4,097,822 | $990,976,000 | 3.17% |
| Regal Partners Ltd | 55,640 | $13,455,000 | 2.29% |
| Alamar Capital Management, LLC | 8,229 | $1,990,000 | 2.25% |
| Kensington Investment Counsel, LLC | 8,862 | $2,143,000 | 1.83% |
| CEERA INVESTMENTS, LLC | 13,009 | $3,146,000 | 1.80% |
| Covey Capital Advisors, LLC | 4,823 | $1,166,000 | 1.72% |
| AMERICAN CAPITAL MANAGEMENT INC | 183,683 | $44,420,000 | 1.66% |
| Yorktown Management & Research Co Inc | 4,700 | $1,137,000 | 1.47% |