MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 340 filers reported holding MORNINGSTAR INC in Q4 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $247,602 | +18.3% | 1,057 | -0.9% | 0.01% | +14.3% |
| Q2 2023 | $209,216 | -8.2% | 1,067 | -5.0% | 0.01% | -12.5% |
| Q1 2023 | $228,012 | -20.1% | 1,123 | -14.8% | 0.01% | -33.3% |
| Q4 2022 | $285,475 | -0.5% | 1,318 | -2.4% | 0.01% | -7.7% |
| Q3 2022 | $287,000 | -16.8% | 1,351 | -5.3% | 0.01% | -18.8% |
| Q2 2022 | $345,000 | -18.6% | 1,427 | -6.1% | 0.02% | -5.9% |
| Q1 2022 | $424,000 | -21.0% | 1,519 | -3.3% | 0.02% | -15.0% |
| Q4 2021 | $537,000 | +32.9% | 1,571 | +0.6% | 0.02% | +25.0% |
| Q3 2021 | $404,000 | +1.5% | 1,561 | +0.8% | 0.02% | -5.9% |
| Q2 2021 | $398,000 | +14.0% | 1,548 | -0.2% | 0.02% | +6.2% |
| Q1 2021 | $349,000 | -2.5% | 1,551 | +0.2% | 0.02% | -15.8% |
| Q4 2020 | $358,000 | +33.1% | 1,548 | -7.4% | 0.02% | +11.8% |
| Q3 2020 | $269,000 | +72.4% | 1,672 | +50.9% | 0.02% | +70.0% |
| Q2 2020 | $156,000 | +254.5% | 1,108 | +190.1% | 0.01% | +150.0% |
| Q1 2020 | $44,000 | +83.3% | 382 | +144.9% | 0.00% | +100.0% |
| Q4 2019 | $24,000 | 0.0% | 156 | -3.7% | 0.00% | 0.0% |
| Q3 2019 | $24,000 | +14.3% | 162 | +12.5% | 0.00% | 0.0% |
| Q2 2019 | $21,000 | +10.5% | 144 | -5.9% | 0.00% | 0.0% |
| Q1 2019 | $19,000 | +18.8% | 153 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $16,000 | -68.0% | 153 | -61.8% | 0.00% | -66.7% |
| Q3 2018 | $50,000 | +56.2% | 400 | +58.1% | 0.01% | +20.0% |
| Q2 2018 | $32,000 | +146.2% | 253 | +82.0% | 0.01% | +150.0% |
| Q1 2018 | $13,000 | 0.0% | 139 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $13,000 | +8.3% | 139 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $12,000 | +9.1% | 139 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $11,000 | -57.7% | 139 | -60.3% | 0.00% | -33.3% |
| Q1 2017 | $26,000 | – | 350 | – | 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% |