MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $805,551 | +19.5% | 3,439 | 0.0% | 1.14% | +16.9% |
| Q2 2023 | $674,285 | -3.4% | 3,439 | 0.0% | 0.98% | -12.1% |
| Q1 2023 | $698,220 | +6.5% | 3,439 | +13.6% | 1.11% | +4.2% |
| Q4 2022 | $655,401 | -35.2% | 3,026 | -36.5% | 1.07% | -37.8% |
| Q3 2022 | $1,012,000 | -13.2% | 4,766 | -1.2% | 1.72% | -0.2% |
| Q2 2022 | $1,166,000 | -16.1% | 4,823 | -5.2% | 1.72% | +19.5% |
| Q1 2022 | $1,390,000 | -11.9% | 5,087 | +10.3% | 1.44% | +13.7% |
| Q4 2021 | $1,577,000 | – | 4,611 | – | 1.27% | – |
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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% |