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 | $1,242 | +33.7% | 6,337 | +38.5% | 0.01% | +25.0% |
| Q1 2023 | $929 | +112.1% | 4,576 | +126.3% | 0.01% | +33.3% |
| Q4 2022 | $438 | -99.9% | 2,022 | -45.0% | 0.01% | -40.0% |
| Q3 2022 | $781,000 | -89.7% | 3,677 | -88.3% | 0.01% | -89.2% |
| Q2 2022 | $7,609,000 | -35.1% | 31,464 | -8.2% | 0.09% | -23.1% |
| Q4 2021 | $11,716,000 | +818.2% | 34,257 | +595.4% | 0.12% | +611.8% |
| Q3 2021 | $1,276,000 | -10.5% | 4,926 | -11.2% | 0.02% | +6.2% |
| Q2 2021 | $1,426,000 | +55.2% | 5,548 | +35.8% | 0.02% | +23.1% |
| Q1 2021 | $919,000 | -52.5% | 4,084 | -70.2% | 0.01% | -74.0% |
| Q2 2020 | $1,934,000 | +418.5% | 13,719 | +456.6% | 0.05% | +614.3% |
| Q4 2019 | $373,000 | -12.0% | 2,465 | -15.0% | 0.01% | -53.3% |
| Q3 2019 | $424,000 | – | 2,900 | – | 0.02% | – |
Download | ||||||
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% |