MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 3 filers reported holding MORNINGSTAR INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $519,310 | +135.0% | 2,217 | -14.6% | 0.00% | -90.0% |
| Q3 2017 | $221,000 | +21.4% | 2,596 | +11.8% | 0.02% | +11.1% |
| Q2 2017 | $182,000 | +11.7% | 2,321 | +12.2% | 0.02% | -10.0% |
| Q1 2017 | $163,000 | +17.3% | 2,068 | +9.2% | 0.02% | 0.0% |
| Q4 2016 | $139,000 | +2.2% | 1,894 | +10.5% | 0.02% | -4.8% |
| Q3 2016 | $136,000 | +6.2% | 1,714 | +9.2% | 0.02% | +5.0% |
| Q2 2016 | $128,000 | – | 1,570 | – | 0.02% | – |
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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% |