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 | $1,156,034 | +60.2% | 4,933 | +34.0% | 0.00% | +100.0% |
| Q2 2023 | $721,611 | -11.7% | 3,680 | -8.5% | 0.00% | -50.0% |
| Q1 2023 | $817,035 | -6.9% | 4,024 | -0.6% | 0.00% | 0.0% |
| Q4 2022 | $877,249 | -10.1% | 4,050 | -11.8% | 0.00% | 0.0% |
| Q3 2022 | $976,000 | -8.8% | 4,591 | +3.7% | 0.00% | 0.0% |
| Q2 2022 | $1,070,000 | -10.2% | 4,428 | +1.5% | 0.00% | 0.0% |
| Q1 2022 | $1,192,000 | -12.6% | 4,362 | +9.4% | 0.00% | -33.3% |
| Q4 2021 | $1,364,000 | +34.5% | 3,989 | +1.9% | 0.00% | +50.0% |
| Q3 2021 | $1,014,000 | -7.3% | 3,916 | -8.0% | 0.00% | 0.0% |
| Q2 2021 | $1,094,000 | +14.8% | 4,256 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $953,000 | -32.7% | 4,224 | -31.0% | 0.00% | -50.0% |
| Q4 2020 | $1,416,000 | +29.3% | 6,126 | -10.2% | 0.00% | +33.3% |
| Q3 2020 | $1,095,000 | +36.9% | 6,825 | +20.2% | 0.00% | 0.0% |
| Q2 2020 | $800,000 | +39.4% | 5,679 | +15.2% | 0.00% | +50.0% |
| Q1 2020 | $574,000 | – | 4,931 | – | 0.00% | – |
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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% |