MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 324 filers reported holding MORNINGSTAR INC in Q3 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,348,754 | +95.7% | 5,758 | +63.8% | 0.02% | +100.0% |
| Q2 2023 | $689,186 | +8.1% | 3,515 | +11.9% | 0.01% | 0.0% |
| Q1 2023 | $637,717 | -5.6% | 3,141 | +0.7% | 0.01% | -18.2% |
| Q4 2022 | $675,761 | +17.7% | 3,120 | +15.3% | 0.01% | 0.0% |
| Q3 2022 | $574,000 | -10.3% | 2,705 | +2.2% | 0.01% | -15.4% |
| Q2 2022 | $640,000 | -2.6% | 2,648 | +10.1% | 0.01% | +18.2% |
| Q1 2022 | $657,000 | -20.7% | 2,404 | -0.7% | 0.01% | -15.4% |
| Q4 2021 | $828,000 | +33.3% | 2,422 | +1.1% | 0.01% | +8.3% |
| Q3 2021 | $621,000 | -2.4% | 2,396 | -3.2% | 0.01% | 0.0% |
| Q2 2021 | $636,000 | +46.2% | 2,474 | +28.0% | 0.01% | +33.3% |
| Q1 2021 | $435,000 | -1.4% | 1,933 | +1.5% | 0.01% | -10.0% |
| Q4 2020 | $441,000 | +44.6% | 1,905 | +0.4% | 0.01% | +42.9% |
| Q3 2020 | $305,000 | +15.5% | 1,898 | +1.2% | 0.01% | 0.0% |
| Q2 2020 | $264,000 | – | 1,876 | – | 0.01% | – |
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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% |