MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 322 filers reported holding MORNINGSTAR INC in Q2 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $746,523 | +25.7% | 3,187 | +5.2% | 0.12% | +36.4% |
| Q2 2023 | $593,896 | +1.3% | 3,029 | +4.9% | 0.09% | -18.5% |
| Q1 2023 | $586,148 | +1.7% | 2,887 | +8.5% | 0.11% | +2.9% |
| Q4 2022 | $576,346 | +48.5% | 2,661 | +45.6% | 0.10% | +22.1% |
| Q3 2022 | $388,000 | +16.2% | 1,827 | +32.4% | 0.09% | +22.9% |
| Q2 2022 | $334,000 | +49.1% | 1,380 | +68.3% | 0.07% | +62.8% |
| Q1 2022 | $224,000 | – | 820 | – | 0.04% | – |
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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% |