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 | $826,867 | -25.8% | 3,530 | -37.9% | 0.17% | -19.8% |
| Q2 2023 | $1,114,658 | -8.8% | 5,685 | -5.6% | 0.21% | -9.4% |
| Q1 2023 | $1,222,647 | -6.3% | 6,022 | 0.0% | 0.23% | -12.4% |
| Q4 2022 | $1,304,305 | +2.0% | 6,022 | 0.0% | 0.27% | -7.0% |
| Q3 2022 | $1,279,000 | -15.6% | 6,022 | -3.8% | 0.29% | -4.3% |
| Q2 2022 | $1,515,000 | -11.5% | 6,263 | 0.0% | 0.30% | +7.5% |
| Q1 2022 | $1,711,000 | +1.5% | 6,263 | +27.1% | 0.28% | +8.1% |
| Q4 2021 | $1,685,000 | +60.6% | 4,927 | +21.7% | 0.26% | +61.2% |
| Q3 2021 | $1,049,000 | – | 4,049 | – | 0.16% | – |
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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% |