MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 291 filers reported holding MORNINGSTAR INC in Q2 2023. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,997,599 | +19.5% | 8,528 | +0.1% | 0.71% | +31.1% |
Q2 2023 | $1,671,105 | -51.7% | 8,523 | -50.0% | 0.54% | -9.2% |
Q1 2023 | $3,460,850 | +88.0% | 17,046 | +100.5% | 0.60% | -9.5% |
Q4 2022 | $1,841,015 | +2.0% | 8,500 | 0.0% | 0.66% | -1.6% |
Q3 2022 | $1,805,000 | +20.6% | 8,500 | +37.3% | 0.67% | +25.1% |
Q2 2022 | $1,497,000 | -12.1% | 6,191 | -0.8% | 0.54% | +5.7% |
Q1 2022 | $1,704,000 | -20.1% | 6,239 | -0.0% | 0.51% | -14.8% |
Q4 2021 | $2,134,000 | +33.4% | 6,241 | +1.1% | 0.60% | +19.0% |
Q3 2021 | $1,600,000 | +2.4% | 6,175 | +1.6% | 0.50% | +9.4% |
Q2 2021 | $1,562,000 | +14.3% | 6,075 | 0.0% | 0.46% | +7.8% |
Q1 2021 | $1,367,000 | -2.8% | 6,075 | 0.0% | 0.42% | -14.8% |
Q4 2020 | $1,407,000 | +119.5% | 6,075 | +52.1% | 0.50% | +86.2% |
Q3 2020 | $641,000 | +14.3% | 3,993 | +0.3% | 0.27% | +14.5% |
Q2 2020 | $561,000 | – | 3,980 | – | 0.23% | – |
Download |
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% |