MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 310 filers reported holding MORNINGSTAR INC in Q1 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $468 | +19.4% | 2 | 0.0% | 0.00% | – |
| Q2 2023 | $392 | -67.8% | 2 | -66.7% | 0.00% | – |
| Q1 2023 | $1,218 | +40.6% | 6 | +50.0% | 0.00% | – |
| Q4 2022 | $866 | -13.4% | 4 | -42.9% | 0.00% | – |
| Q3 2022 | $1,000 | -66.7% | 7 | -41.7% | 0.00% | -100.0% |
| Q2 2022 | $3,000 | -25.0% | 12 | -7.7% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | +300.0% | 13 | +225.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | -50.0% | 4 | -50.0% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 8 | +100.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | – | 4 | – | 0.00% | – |
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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% |