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 | $630,000 | +85.3% | 2,689 | +54.9% | 0.03% | +52.6% |
| Q2 2023 | $340,000 | -70.9% | 1,736 | -69.9% | 0.02% | -75.3% |
| Q1 2023 | $1,169,000 | -49.6% | 5,758 | -46.2% | 0.08% | -55.5% |
| Q4 2022 | $2,318,000 | +677.9% | 10,701 | +661.6% | 0.17% | +355.3% |
| Q3 2022 | $298,000 | +9.2% | 1,405 | +24.7% | 0.04% | -2.6% |
| Q2 2022 | $273,000 | -13.1% | 1,127 | -1.8% | 0.04% | -18.8% |
| Q1 2022 | $314,000 | -10.5% | 1,148 | +12.0% | 0.05% | -25.0% |
| Q4 2021 | $351,000 | +8.7% | 1,025 | -52.0% | 0.06% | -68.5% |
| Q4 2019 | $323,000 | -34.3% | 2,134 | -36.6% | 0.20% | -38.7% |
| Q3 2019 | $492,000 | -5.6% | 3,365 | -6.6% | 0.33% | +8.2% |
| Q2 2019 | $521,000 | – | 3,604 | – | 0.31% | – |
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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% |