MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 299 filers reported holding MORNINGSTAR INC in Q1 2023. The put-call ratio across all filers is 2.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $248,029 | -91.0% | 1,265 | -90.7% | 0.00% | -91.7% |
| Q1 2023 | $2,761,005 | -14.1% | 13,599 | -8.4% | 0.01% | -29.4% |
| Q4 2022 | $3,215,279 | -25.4% | 14,845 | -26.9% | 0.02% | -34.6% |
| Q3 2022 | $4,311,000 | -46.0% | 20,303 | -30.6% | 0.03% | -61.8% |
| Q1 2022 | $7,986,000 | +254.1% | 29,234 | +235.8% | 0.07% | +142.9% |
| Q3 2021 | $2,255,000 | -30.2% | 8,707 | -30.7% | 0.03% | -24.3% |
| Q2 2021 | $3,230,000 | +4.8% | 12,564 | -8.3% | 0.04% | -24.5% |
| Q1 2021 | $3,083,000 | +2.8% | 13,702 | -26.6% | 0.05% | +14.0% |
| Q3 2020 | $2,998,000 | -16.7% | 18,667 | -26.8% | 0.04% | -18.9% |
| Q2 2020 | $3,597,000 | +1232.2% | 25,515 | +1327.8% | 0.05% | +562.5% |
| Q4 2019 | $270,000 | – | 1,787 | – | 0.01% | – |
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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% |